Who its for.
As financial markets continue to change rapidly, managing investments has become an increasingly complex and time consuming process for an investor to handle in isolation.
CCIM’s Discretionary Portfolio Management service enables professional clients to delegate responsibility for the management of their investment portfolio to a team of dedicated investment experts without the worry and work load of investment decision making and administration.
Our clients can choose to spend time on the important things in life and let a team of investment specialists manage their financial assets. Our experts analyse economic trends, lay out the most likely macroeconomic scenario and possible alternatives,make microeconomic forecasts and decide on an asset allocation strategy that matches the client’s profile. They then build a diversified portfolio using various asset classes whose respective weights are set by the appropriate Investment Committee at least once a month, and as often as circumstances require.
Our Discretionary Portfolio Management (DPM) 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.
This service allows you to gain access to investment expertise and is designed for clients who want their investments to be monitored and actively managed.
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.
Instruments available.
This service is available on Bonds & Fixed Income Instruments, Stocks, ETFs, ETCs, Funds & Derivatives on all international exchanges.
Our Discretionary Investment Process
Our experienced team of dedicated professionals have various checks and monitors to ensure that your portfolio is managed according to you objectives. This is effectively managed by our proprietary software.
Agility has become increasingly important in today’s volatile markets. A DPM account ensures that investment opportunities are not missed and resources to act quickly to the ever-changing market conditions.
A portfolio manager will actively manage your portfolio, making changes to investments without having to contact you first. This means changes are implemented timely and effectively. All investment changes are designed to enhance performance and ensure the structure of the portfolio remains in line with your objectives.
Through this service we will take responsibility for your investment decisions and keep you well informed by means of quarterly reviews to justify all transactions and positions held for that quarter. Unlike an advisory or execution only account, our discretionary service means that we will have the sole responsibility of making the right investment decisions.
Our investment executives have access to a wide range of market research through various channels throughout our wide network. Only a limited amount of accounts will be assigned to each investment executive to ensure that your investments and positioned held will be carefully reviewed constantly.
Our discretionary service does not offer a pre determines ‘one size fits all’ model. Each DMP account is treated on a separate basis. Each DMP account is assigned an investment advisor who will discuss and agree on a strategy with you, implementing it and ensuring that it continues to meet your requirements.
When signing up for a DPM account your investment advisor will determine your objectives whether it is generating income or growth, or if you prefer an asset class to another or a specific currency etc.
Additionally Calamatta Cuschieri recognises that your individual circumstances and objectives can change over time and our service aims to reflect such developments by carrying out quarterly objective reviews.
Discretionary Equity Portfolio Management
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 currency exposure,
- The sector exposure,
- 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 trading rates.
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.
Reporting
As part of the DMP service you will receive a quarterly report including a portfolio valuation and performance summary. All transaction, together with market commentary, will be included in the quarterly report. This report will include various graphical explanations of your portfolios’ performance compared to various benchmarks.
Our CC WebTrader™ platform will allow you to have 24hr access to view your portfolio online.
As a discretionary account holder you may also request a face-to-face meeting with your portfolio manager to discuss the latest report and discuss your investment strategy.
Key benefits
- Expert investment management by an experienced team
- Maximum flexibility or monitors and preferences
- Does not ‘unitise’ investors within a single large portfolio and allocate units in a ‘fund of funds’
- You are not locked into a strategy for the long term and have the ability to switch as circumstances change
- Quarterly reporting
- On-line access to your portfolio though ‘CC WebTrader™’
- Access to your investment advisors for periodic discussion
What the service includes
Our discretionary portfolio service includes the following:
- Portfolio reviews at any time you choose.
- Custody services are included at no extra cost.
- Nominee services are included at no extra cost.
- Corporate actions on stocks are processed at no extra cost.
- Email notifications
- Instant notification upon trade execution.
- Receive your contract note instantly. (you can also opt to receive by post)
- Receive your dividend advices instantly.
- Receive account movement notifications instantly.
- Valuation Statements will automatically be produced and sent to you on quarterly basis
Our fees
The charging structure of a DPM account is kept as simple and transparent as possible. An annual management fee of 1% is charged on the value of the portfolio on a quarterly basis. All transactions are charged at 0.25% of consideration.
How to Invest
Our discretionary portfolio service is managed by a dedicated team of investment professionals at Calamatta Cuschieri.
- Review Online
- View your portfolio performance online via our proprietary platform CC WebTrader™
Best Execution
Our trading desk is directly connected to market makers on all major stock exchanges. We guarantee best execution in the market and ensure that trades are concluded in a timely and transparent manner at highly competitive prices.
Open an account
To open an discretionary account you may download our application form here, visit our offices or contact us for more information. For more information contact Mr. Michael Galea – Head of Investment Management.
