This is an investment solution designed to meet the specific needs of our high-net-worth clients and their families, for whom discretionary management and the active involvement of an experienced portfolio manager are recommended for their investments. With both a strategic and a tactical dimension, this management is orchestrated by our fdp investment strategists.
The fdp Private Mandate also benefits from the expertise of world-renowned public and private asset managers.
A productive fit
Designed to respond to the specific needs of a particular clientele, the fdp Private Mandate is structured to meet your financial objectives, in terms of both return and volatility, while capitalizing on the best market opportunities.
Its sophisticated approach includes:
- a rigorous investment process combined with a clearly defined investment policy tailored to your requirements, your goals and your life stage
- highly specialized financial instruments and know-how
- integrated management of your portfolio that takes into account and optimizes your financial and tax situation
To discuss your investment options, contact one of our advisors.
