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Managed Accounts

The managed accounts follow flexible asset allocation and are structured according to the investors profile taking into account:

  • Risk tolerance and investment objectives
  • Liquidity needs, time horizon, regulatory and other constraints
  • Any unique needs and preferences

Our managed accounts service allows you to delegate the management of your assets to our professionals who provide services based on strong and trusting relationship with you to ensure complete understanding of client’s financial circumstances and goals.

We follow a four step process: