Discretionary Portfolio Management (DPM) accounts are exclusively customized for institutional and high net-worth investors seeking portfolio services that can be delegated to our professionals.
DPM is a structure permitting our managers to take certain defined investment decisions on behalf of our clients without continual daily approvals. This arrangement can be highly beneficial for a broad range of institutional clients as well as for HNW individuals and families. Such clients have very substantial assets to manage, but their core expertise is not in the daily management of investments.
Our potential client profiles can range from institutions such as Holding Companies, to Insurance companies and Unions through to Family Offices and HNW individuals without their own dedicated team of investment professionals. In each case our expert teams begin by first getting to deeply know and understand our clients. This involves carefully assessing a client’s risk and return expectations, analyzing previous strategies and portfolio selection and then defining their optimal strategies and the framework for investment permissions that will suit the client’s wishes and needs.
Delegating the investing process to competent managers leaves our clients free to focus their time and energy on their core businesses or other aspects of their lives. Once the appropriate guidance for actions have been defined, our clients can relax in the knowledge that they are free from the burden of researching and making day-to-day investment decisions. Their interests are being personally managed by our qualified portfolio investment managers who are attuned to the vagaries and volatility of the markets.