|Do you lack
the inclination to concern yourself with the factors influencing
the markets on a daily basis? Would it take too much time to check
every investment in detail before making a decision? Can you delegate
this work to specialists who you judge solely on the basis of their
results? Then the «Discretionary Mandate» is ideal for you.
With a «Discretionary Mandate» (asset
management) you transfer to us the freedom and responsibility of
making and implementing investment decisions within the scope of
a mutually agreed strategy.
To ensure that you always know where you have invested and how
your portfolio is developing, we will keep you informed in our customary
transparent fashion about our activities and results with updates
at agreed intervals.
It goes without saying that the deposit structures are continuously
monitored and adapted to market conditions at a tactical level.
Beyond this, the Helvetic Trust investment committee analyses the
results achieved at regular intervals and makes corrective interventions