If you have gained some experience in the financial markets but don’t have full confidence in your skills, you can take advantages of our Discretionary Account.

This account type is designed for those who have some knowledge of how the markets operate, but cannot take full control over their portfolio because of the updating market conditions, new investment opportunities, or even lack of time.

Our main job would be to conduct the research for you, select the best opportunities and monitor your portfolio performance.

Here are the main reasons to opt for our Discretionary Account:

  • You will work with a professional team of wealth managers;
  • You will closely collaborate with your Private Banker;
  • You will choose from more execution methods and strategies;
  • You will get regular reports and insight info.