With discretionary trust accounts, you rely on the fund managers for direct management of your assets.
Discretionary portfolio management suits clients who want to minimize their involvement in the investment process, have limited access to financial market information or limited time for asset management. Our private bankers discuss with the clients how to invest their assets according to their risk profile and expectations. A suitable investment mandate is then designed, based on which, our local fund managers invest clients’ assets, monitor their performance and adjust asset allocation following market movements in collaboration with Societe Generale Group’s centres of expertise. All transactions under discretionary portfolio management contracts are carried out securely and efficiently and are laid out in details in monthly reports sent to clients.