Our flagship solution

With Discretionary Portfolio Management, let our advisors take care of your investments on your behalf.

Our flagship investment solution integrates all the expertise of the Quintet Group

Your portfolio will benefit from the research and the views of our analysts and investment teams across our group of boutique private banks and wealth managers operating across over 50 European cities.

At a glance

Discover how our flagship solution could benefit you.

EXPERTISE

Full expertise of Quintet Group

One solution integrating all the expertise of the Quintet Group.

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RISK CULTURE

Risk culture

A diversified portfolio aligned to your risk profile, which our experts will help you define.

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ENVIROMENTAL AND SOCIAL

Environmental characteristics at its core

Environmental characteristics integrated into every part of the investment process and portfolio construction.

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NEEDS AND OBJECTIVES

Matching different needs and objectives

Profiled solutions adapted to your immediate and long-term goals and your attitude to risk.

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SIMPLE AND TRANSPARENT

Simple and transparent

A fund wrapped solution with a focus on transparency via monthly reporting in addition to practical and relevant information provided by your dedicated Client Advisor.

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VALUE FOR MONEY

Competitive fee structure

A simplified and cost transparent solution weighting real added value of underlying investments.

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How we build our complete solution

We have defined a robust process that focuses on gathering all the expertise of Quintet investment teams across Europe. We have built this process around these pillars: we first analyze the long-term trends of the market, we then integrate shorter-term views and finally we incorporate refinements, often based on your preferences and appetite to risk.

A strategic view

Also known as Strategic Asset Allocation, the approach looks at the overall market trends, long-term investment activities and embeds risk profiles and environmentally friendly elements, which characterize our investment philosophy.

view
short term

A shorter-term view

Known as Tactical Asset Allocation, we look at shorter-term opportunities focused on a 6 to 12 months horizon bringing flexibility into our approach.

Opportunities for refinement within your portfolio

Fixed income

Fixed income

Equity

Equity

Funds

Funds

Sustainability

Sustainability

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