Delegated management

A service offering bespoke management of the funds invested by your clients, delegated management is carried out mainly through a selection of funds (multi-manager).

This can operate through traditional means (life assurance contracts, bank accounts), or, for larger amounts, through institutional mandates.

 

Our delegated management offering allows you to:

  1. establish a long-term partnership with our company
  2. benefit from our management expertise
  3. gain direct access to our managers
  4. receive regular information on portfolio management

 

Implementation

Our delegated investment management process is structured into three stages:

  1. Management is discretionary and adjusted to your investment goals, as defined with you and your client
  2. Our investment committee defines the asset allocation and the level of portfolio exposure to equities
  3. The portfolio is created as a selection of funds (UCITS) chosen on the basis of an internal analysis process.