Discretionary portfolio management is for those clients wishing to delegate the management of their assets to our teams.
When you entrust 1875 with the management of your assets, our manager creates a close trusting relationship and privileged working partnership with you, with a uniquely personalized asset management resulting from this relationship which seeks to precisely correlate market opportunities to your risk tolerance.
1875 discretionary management is based on three risk profiles, a latitude enabling us within each profile parameter to increase or reduce risk according to market conditions.
Each basic risk profile places a maximum ceiling on risk-taking but also provides 1875 with the discretionary flexibility and freedom in managing your assets to reduce portfolio risk to a minimum in the event of a major financial crisis.