Discretionary Equity Portfolio Management
Our Discretionary service allows you to delegate the management of your investment portfolio to our Investment Professionals, who will monitor your holdings on a daily basis and make the investment decisions on your behalf.
With accounts starting from Euro 100,000 this service allows you to gain access to investment expertise that is usually restricted to large institutional investors.
Successfully investing in equity markets is time consuming, requires active monitoring and expertise. If you are not in a position to monitor your investments regularly and want to make sure your investment portfolio is being actively managed then Discretionary Portfolio Management might be the solution.
When setting up a discretionary equity account we will listen to your requirements are manage your assets according to your preferences which may include:
- The markets you would like to invest in,
- The type of stocks you would like to invest in (such as Blue Chip Stocks or Mid-Caps).
Discretionary Equity portfolios also benefit from reduced rates, there are no fixed annual management fees and the performance of the portfolio is measured against a benchmark.
You will be kept fully briefed on the progress of your investments through comprehensive quarterly reports. You can also view the performance of your portfolio live through our online investment platform.
For more information contact Mr. Alex Cuschieri - Head of Investments.