Discretionary Asset Management
Plan, manage, optimise asset allocation
Discretionary investment management requires consistency, discipline and responsibility. We invest in all financial instruments in highly liquid markets where there is no information disadvantage compared to local institutional asset managers. We manage our clients’ assets in an environment of continuous risk monitoring following procedures that are normally only applied to large institutional portfolios. Our portfolio management policies integrate the identification of opportunities across all asset classes. Our managers’ performance is constantly compared to objective benchmarks that have been agreed with our clients during the financial planning phase.
Iolcus Investment Services & Wealth Management
Our investment advice services are based on the same principles as our discretionary management. Client’s consent is required on each individual investment proposal. That makes advice more suitable to investors who have the experience and feel comfortable making the final decision.