Your decision, our expertise
Financial markets are complex, fast-moving and ever-changing. Staying on top of the latest economic and business topics requires a deep understanding of financial markets and a considerate amount of time.
You prove your added value as an asset manager during moments of panic.
Laurence De Munter, CFA
Discretionary portfolio management is designed for our clients who desire to invest their wealth in financial markets but who wish to delegate the day-to-day management and underlying investment decisions to reap the benefits of a well-diversified, responsible investment portfolio tailored to their needs.
- Firstly, you will have a confidential, in-depth conversation with one of our financial experts to understand your financial situation and define your investment objectives.
- Together, we draft your investor profile ranging from defensive to dynamic, taking into account any specific requirements you may have. For example, you may wish to take into account ESG parameters or avoid sectors that are highly correlated with your business activity.
- Finally, we built your customised portfolio taking into account your investment criteria, today’s economic environment and our investment outlook. We continuously monitor your portfolio and adjust its positioning according to changing market environments.
We take your financial sercurity seriously.
At SDM, we built diversified portfolios of carefully selected stocks, bonds and funds. We do not invest in structured products. Your portfolio can be accessed through our online platform 24/7.