Discretionary Portfolio Management

The benefits of professional investment decision-making

Discretionary portfolio management gives you the advantage of professional investment decisions and quick execution.

In close consultation with you, we define your investment strategy and then implement it autonomously on a fiduciary basis.

Which are your benefits?

  • Individual: individually aligned with your risk profile, income expectations and willingness to play an active role in selecting investments
  • Profitable: you will find the right investment solution with us
  • Efficient: helps you to save time while making money
  • Flexible: we can also offer a staged (gradual) switch from an advisory service to a portfolio management service, taking into account market timings, client instructions and tax issues