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DISCRETIONARY PORTFOLIO

MANAGEMENT

Experience and knowledge for your wealth

The Discretionary Portfolio Management platform allows you to delegate with total confidence the management of your wealth to us.

You define your investment objectives and entrusts us with managing your assets according to the strategy selected. We personalize the strategy, we ensure it is properly executed and we monitor the results.

To achieve this, we offer two management models intended to cover all your investment needs: global management and management by modules.

Discretionary Portfolio Management

Model 1

Integral Management Model

Model 2

Separately Managed Accounts (SMAs)

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