Strategies for Protecting Wealth
by Darrell Aviss

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Discretionary Mandate

Successfully growing your assets in today’s challenging market calls for dedicated, ongoing management, and the expertise and knowledge of leading investment specialists. That’s why SwissGuard International offers the highest quality discretionary asset management mandates to its clients, created to free you from the burden of managing your wealth in a rapidly evolving and volatile financial environment.

SwissGuard International’s discretionary asset management service is the ideal investment solution for affluent and high net-worth individuals and families who want their assets to flourish, but who do not have the time, inclination, experience or tools to achieve their goal themselves. By matching your unique requirements with the best suited asset manager, and tailoring a bespoke investment strategy to your individual financial goals, we’ll ensure that your portfolio performs at its peak at all times, managing and protecting your assets and generating wealth on a global market.

The beauty of a discretionary asset management solution is that investors maintain control of their accounts at all times, whilst benefiting from the considerable skills and knowledge of the financial asset management team. Before developing your unique investment strategy, our portfolio managers complete a careful process of investment profiling, whereby they’ll assess your risk tolerance profile (your ideal risk-to-reward ratio), your lifestyle and cash-flow requirements, and your future financial needs.

Based upon the results of this assessment, they’ll customise a discretionary asset management strategy designed to fulfill your current and long-term financial needs. You’ll have access to, and complete control of, your portfolio at all times; however, our financial experts will hold primary responsibility for managing its performance on the markets.

For investors who do not have sufficient time to follow the international markets and act upon its frequent developments, discretionary asset management proves exceptionally beneficial. Our investment specialists are poised to seize lucrative investment opportunities as they arise, whilst remaining prudent during market downturns. This ability to effect immediate action, combined with an intricate, up-to-date knowledge of global markets, enables us to take advantage of the most rewarding investment tools and opportunities where private individuals may not be able to.

Our clients are not interested in benchmarks and relative performance. They don't want to lose money but rather desire a solid, regular return at adequate risk levels. While relative performance can be part of a portfolio performance analysis, it will not determine our investment decisions. Our discretionary mandates are focused on absolute returns.