Discretionary Account

Our Discretionary Account has been developed for two groups of clients:

Those who have at least some experience with making an investment and analyzing the major trends in the financial world but do not feel that their knowledge is enough to start investing.


Those who have the full capacity and experience to generate high returns but do not have enough time to spend on investing.

In both situations, we can help you with a balanced support that involves in-depth research of the markets, investment opportunity picks, and portfolio tracking.

If you opt for our Discretionary Account, here is what you will get:

  • A whole team of managers and experts will be at your disposal.
  • You will have your own personal financial consultant.
  • You will enjoy some flexibility and will pick the approaches and strategies.
  • You will have the regular access to our insight data and reports.