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Asset Management
When clients give us a discretionary mandate to manage their assets ourselves we administer the funds entrusted to us according to agreed investment guidelines.
When clients give us a discretionary mandate to manage their assets ourselves we administer the funds entrusted to us according to agreed investment guidelines.
Our clients give us limited authorisation to manage their assets, allowing us, for example, to buy and sell securities, currencies or precious metals, but we do not have more extensive powers over any client’s bank accounts or securities accounts.
Continuous supervision is integral to the discretionary mandate. We monitor quality standards in the implementation of tasks and in the adherence to fees agreed with the client’s bank and also make sure that bookings are carried out correctly.