DISCRETIONAL MANAGEMENT

The discretional mangement of portfolios is an investment service in which the client delegates his wealth management to MoraBanc Asset Management’s investment expertise:

  • Personalized management: defines the most profitable investment strategy in accordance with the clients needs. Direct management or fund mangement
  • Expertise: We place the skills of our diverse specialists at your disposal (fixed income, equities, external funds and alternative investments)
  • Permanent analysis: the securities held in the profolio are assessed on a daily basis
  • Active management: we adapt the composition of the protfolio to the strategy according to macroeconomic environment and the market situation.
  • Capacity to respond immediately to any kind of unforeseen changes. Stop-loss policy
  • Confidentiality
  • Reporting
  • Periodic meetings with clients.

Furthermore, MoraBanc Asset Management offers our services to all the clients of the MoraBanc Group, creating proposals with bankers from each business area, both in Andorra and in its subsidiaries in Zurich, Miamai, and Uruguay.

  • Discretional management