What is Discretionary Portfolio Management?
It is the delegation of the management of a privately owned portfolio to an authorized financial entity.
The entity freely manages the client’s assets based upon a pre-agreed investment policy.
What do we offer?
- The portfolio is managed and monitored by a professional team of portfolio managers supported by global strategists at Andbank as well as specialized asset selectors. We can manage portfolios held in Andbank Luxembourg or in other financial entities, from retail clients or investment structures from institutional clients such as Life insurance policies or UCIs.
- Portfolio design adapted to each client’s risk profile, objectives, knowledge and additional investment limits or preferences.
- Direct contact with the private banker and access to our specialists.
- We offer detailed, clear and transparent information about portfolios via our on-line services.
Request more information on the Discretionary Portfolio Management service