We offer 4 types of traditional discretionary mandates to our clients. The management of these mandates is controlled by the investment guidelines and policy of our Bank.

Conservative Mandate

The main objective is capital preservation. Investments offering fixed revenues are predominant.

Income Mandate

The objective of this type of mandate is to generate revenues and primary capital gains. Fixed income investments are prevailing, but a part of the portfolio is also allocated to investments that are not paying fixed interest.

Balanced Mandate

The objective of this mandate is to generate a balance between fixed revenues (50%) and capital gains (50%) as growing force for the portfolio.

Dynamic Mandate

The objective of this mandate is to rapidly increase the asset under management; this requires to take a significant portion of risk and includes some highly speculative investments.