The discretionary management service is for investors who do not have the time, or who do not wish, to actively take part in the ongoing management of their portfolio. You select a portfolio that is professionally designed according to your own objectives and risk profile, and you allow us to perform the ongoing reallocation within the framework of your mandate. You can always make changes to the mandate along with your dedicated advisor.
Our services include:
- Dedicated client advisor with high availability and a limited number of clients
- Catella’s latest strategy, plus regular investment and allocation proposals
- Unique portfolios for each individual client
- Catella takes regular decisions on investments and reallocation
- A highly experienced team
- Access to all our specialists
- Portfolio reports and strategy comments
- K4 documentation
- Catella Alert
- Access to other investments and networking
- High level of security and confidentiality
- All our advisors are Swedsec licensed and carry out annual knowledge reviews
