Wealth Management Service · Discretionary Management
Your wealth managed by specialists, focused on your future.
Delegate day-to-day investment management to a dedicated team and focus on what matters most.
What the service is
We manage your wealth. You gain peace of mind.
Our Wealth Management service lets you delegate daily monitoring and investment decisions to a dedicated team of specialists.
What you receive
Daily monitoring of your investments
Decision-making by a dedicated specialist team
A management mandate tailored to your profile
Active, professional management of your capital
The process in four steps.
1
Profile definition
We assess your risk tolerance, time horizon, and financial goals.
2
Strategy and mandate
Selection of the investment profile that guides management of your portfolio.
3
Implementation
Our portfolio management team actively manages your portfolio.
4
Ongoing support
Periodic reports and review meetings.
Want to know more?
For more information, contact us atclientes@sixty-degrees.com