General Information


Discretionary Portfolio Management is the ideal solution for delegating the management of all or part of your assets to an experienced team of professionals.

We offer a broad catalogue of investment instruments with active management of each instrument. Each one of our portfolios combine types of assets to reflect a specific investment objective. One of our RM will help you select the investment strategy that best adapts to your risk profile.

Benefits:

  • Personalized and structured analysis of your needs and goals.
  • Rigorous selection process of investments with the participation of internal and external experts, in order to achieve the best investment opportunities.
  • High transparency in asset management.
  • Diversification of equity through various asset classes and continuous portfolio control.
  • Regular contact with your RM, who will keep you informed on the performance of your investment portfolio.
  • Clear and convenient fee structure.

For more information


contactos@mercantilsuiza.com


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