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  2. Discretionary mandates
Glossary > Wealth Management

Discretionary mandates

Discretionary mandates

A discretionary mandate is a suitable solution for investors who wish to delegate the investment decisions concerning their assets to dedicated managers. Together with their relationship manager, clients define their risk level, time horizon and specific needs. The portfolio manager then builds a dedicated portfolio that matches these requirements. Once the mandate is signed, clients have access to the Bank’s investment strategy and their manager will invest the assets as per the pre-defined criteria. The manager does not need to contact the client each time an asset is bought or sold, or when strategy changes are implemented.

The assets will be managed proactively and the asset allocation will be adapted dynamically according to market conditions. The clients can decide how often they wish to receive updates and reports.

UBP Discretionary Portfolio Management Offering
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