With a private mandate, an individual or an institution entrusts their investments to a professional asset manager.
This manager doesn't apply a standard, one-size-fits-all approach. Instead, they design a bespoke investment strategy that's in line with the client's specific financial goals, risk tolerance, and preferences.
Simple! Because one size no longer fits all.
In a world where investment rules are always changing and returns are harder to come by, private mandates give you a personalised strategy to navigate these challenges and meet your financial goals.
Private mandates are ideally suited for individuals or institutions with significant assets to invest, who value personalised strategies, professional active management, and a high level of control over their investments.
Not too sure if you are suitable? Just get in touch with us!
A private mandate portfolio can include a wide variety of assets, such as stocks, bonds, mutual funds, ETFs, alternative investments, and even cryptocurrencies, depending on the client's preferences and risk tolerance.
Generally, clients have the flexibility to withdraw their funds, but the terms and conditions can vary based on the agreement with the asset manager. It's important to discuss this with the manager before setting up the mandate.
