Mandates for peace of mind and sustainable performance
Managing a modern portfolio involves a great deal of time, effort and expertise. For this reason, many of our private and institutional clients choose to delegate the day-to-day management of their portfolios to us through a discretionary mandate. They are a powerful, transparent and flexible resource for implementing an investment strategy.
A mandate means delegation – it does not mean giving up control. Your mandate is always tailored to your specific needs and goals. Before it is implemented, your advisor will sit down with you to examine your requirements in detail and discuss your options. Once implemented, you will be constantly informed of progress and the decisions we have made.