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.
Integral Management Model
Separately Managed Accounts (SMAs)