What is discretionary asset management?
Our discretionary asset management service is designed for those clients who prefer not to have to keep their eyes on the financial markets or actively manage their own portfolio. With a portfolio management agreement, your assets are professionally managed by our experienced team of investment experts who permanently monitor the markets and take those crucial investment decisions on your behalf. The customer has the possibility to delegate investment decisions and portfolio management to Trafalgar Wealth Management Ltd. Depending on the investment goal the financial assets are invested in equities, bonds, money market products, mutual funds etc. offering appropriate risk and return and are actively managed. A discretionary asset management mandate is suitable for customers who want to hold an internationally diversified portfolio but prefer not to take investment decisions themselves. Trafalgar Wealth Management offers four investment profiles (from conservative to high-risk strategie
