Discretionary asset management
Our discretionary wealth management offering is the most comprehensive service we provide. It is designed for clients who prefer investment decisions to be made on their behalf, within the framework of a pre-agreed strategy. At the core of our approach are clearly defined client objectives and needs.
Capital growth within agreed goals and constraints, guided by expected returns, investment horizon, risk level, and market developments.
Investments are made through direct holdings or investment funds. Alternative assets, such as structured investment loans, are also included in our portfolio model. Insurance-based solutions can be utilised where appropriate.
Our portfolio management style
Our portfolio management style is built on a moderate investment approach, aiming for more stable results while maintaining an efficient risk-return balance. We leverage extensive, award-winning global resources to ensure robust decision-making and provide high-quality reporting that keeps clients fully informed.
Strategic allocation, tactical moves and smart slection
Strategic asset allocation
Real value begins with a well-designed strategic allocation.
We design well-structured portfolios with broad diversification to ensure an optimal balance between risk and return. At the same time, we create a tailored structure for each client, aligning our strategies with your unique goals and circumstances to deliver personalised and effective solutions.
Tactical portfolio adjustments
Tactical portfolio adjustments take into account factors such as economic cycles, asset class outlooks, and macroeconomic indicators to optimise portfolio management.
Our long-term goal is to achieve returns that clearly outperform the market.
Investment selection and portfolio construction
We create added value by selecting the right products for your portfolio.
We operate with an open architecture and offer a wide selection of instruments, combining active and passive solutions from our own range and leading partners.
We select products with proven performance, transparent strategies, and strong ESG credentials.
Contact our Private Wealth Management and Family Office team in Finland
Our aim is to help you prioritise what matters most to you today while also assisting you in shaping the legacy you aspire to build for the future. As a client of ours, you have exclusive access to benefits and offers.