Discretionary Portfolio management

A professionally constructed and managed investment portfolio

Opt for Discretionary Portfolio Management and let our experts manage your assets.

Beforehand, you’ll make clear agreements about your financial wishes and requirements and your risk profile. So you save time and gain peace of mind.

You can rely on our experts for optimal management of your portfolio.

Choose from four management mandates for your portfolio

You have a choice of four Discretionary Portfolio Management mandates, each with their own specific features. Your portfolio manager will help you choose the right mandate for you, depending on your financial position and investment goal. You place your assets in the knowledgeable and reliable hands of professional experts.

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Comfort Invest

asset management according to the core satellite principle