This is the "ready-made" model. The ever-increasing complexity of the financial markets and the speed at which they react mean that extensive expertise and constant attention are needed to manage a portfolio successfully. By choosing discretionary asset management, our clients delegate the management of their portfolio to proven experts and have the full range of our financial know-how at their disposal.

Discretionary asset management at SYZ & CO is the fruit of close collaboration between you, the client, and your personal relationship manager, and involves a comprehensive three-stage process.

1: Defining your risk profile

This is the most important step in the process. We sit down with you to define your individual expectations and investment goals as accurately as possible, taking into account your income needs, investment horizon, anticipated cash flows and risk tolerance. A close relationship between you and your private banker is essential in order to establish which type of portfolio is best suited to your requirements.

2: Managing your portfolio

Once your individual goals have been determined, we can set about implementing the appropriate investment strategy. Strategies are defined in terms of an allocation by asset class, country and currency for each risk profile and reference currency, followed by selection of the most suitable securities. Whatever the type of portfolio, however, it is continuously monitored so that it can be adjusted to changing market conditions as required.

3: Reporting

Your relationship manager is at hand to answer any questions you may have and review your portfolio with you, whether it is reporting on the results achieved or checking that your current strategy is still on course for success.

Do you want to know how Banque SYZ & CO SA can help you in managing your assets?  Contact us.