ADVISORY MANDATE
We Advise, You Decide
Advisory Mandate is a personalised investment management solution that provides our professional and institutional clients with an exclusive investment experience. It combines professional investment expertise with a thorough understanding of our clients, their business and their wealth.
We help them define and achieve their strategic and financial objectives. They benefit from the support of a deep and broad pool of knowledge, insights and recommendations from our proven experts at every turn, while having the final say on any investment decision.
We act only in their best interests, based on building and maintaining a close, long-term, trusted-adviser relationship.
01.
Assessment
02.
Investment strategy
03.
Investment ideas
04.
Portofolio monitoring
05.
Portofolio reporting