We spoke to Angela Murrell, a Private Banking Adviser at Banque de Luxembourg.

What are the benefits for clients?

Discretionary management totally frees investors from the constraints of monitoring their portfolios on a day-to-day basis. The second advantage is peace of mind. Investors get a proven, professional management service focused on capital preservation and growth.  This management also enables consistent performance over time.

 

Why else might a client agree to a discretionary mandate?

Finding the time to properly manage and monitor their portfolio is a genuine concern for investors. With a discretionary mandate, they get active and diversified management at all times. In an increasingly complex world, the key thing is to provide them with long-term solutions so they can achieve their goals with a minimum of fuss.

 

What is the first step?

You should speak to your adviser to determine the most suitable level of risk, from the most cautious to the most dynamic. This gives you the assurance that your portfolio will be perfectly tailored to your investor profile.

 

How do you keep investors informed about your management decisions?

At Banque de Luxembourg, we provide investors with a quarterly management report and a detailed statement of assets. Investors can also keep track of their portfolio’s progress at any time in their e-banking area. It’s a straightforward, totally transparent solution that offers peace of mind.

 

Find out more :

https://www.banquedeluxembourg.com/performances