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How it works?
Every discretionary mandate begins with an agreed investment strategy. It defines your investment objectives,
risk profile, currency allocation, investment restrictions, and liquidity requirements.
Based on these parameters, we build and manage your investment portfolio independently. We respond to
changing market conditions in real time, adapting the portfolio without the need to seek approval for every
transaction.
risk profile, currency allocation, investment restrictions, and liquidity requirements.
Based on these parameters, we build and manage your investment portfolio independently. We respond to
changing market conditions in real time, adapting the portfolio without the need to seek approval for every
transaction.
You retain control at the strategic level. We manage the portfolio on your behalf and provide regular reporting on its composition, performance, and key investment decisions.
If your objectives, circumstances, or investment priorities change, we review the strategy and adjust the portfolio accordingly.
If your objectives, circumstances, or investment priorities change, we review the strategy and adjust the portfolio accordingly.
This approach is right for you if:
As a long-term process rather than a series of day-to-day decisions.
You view investing
You want your portfolio
To be managed by professionals within a strategy you have approved.
Objectives and outcomes rather than individual transactions.
You prefer to oversee
And the confidence that comes from disciplined, systematic portfolio management.
You value your time
A tailored investment strategy built around your objectives, risk profile, and investment horizon.
Personalized
Professional portfolio management without the need to approve every transaction.
Effortless
Timely portfolio rebalancing in response to changing market conditions.
Adaptive
Regular reporting on portfolio performance and key investment decisions.
Reporting
Full transparency and continuous access to your assets.
Transparent
What you receive?
Discretionary management is often complemented by:
Capital Structuring
Capital Structuring
Banking Infrastructure
Banking Infrastructure
Succession Planning
Succession Planning
Family Financial Planning
Family Financial Planning
Capital after a divorce
Following a divorce, a client received $ 5 million in capital but had no investment strategy in place. We designed a diversified portfolio focused on capital preservation and sustainable income generation. Today, the portfolio is professionally managed, providing regular income to cover her living expenses without requiring her day-to-day involvement in investment decisions.
There is no standard intake process. You describe your situation — we tell you honestly whether and how we can help. The first conversation is always without obligation.
Tell us
your situation.
your situation.
Get in touch
We will respond within one business day. All information is strictly confidential.
Discuss your situation
ceo@ek-am.ch
Get in touch
Telegram
