If personal or professional demands prevent you from giving your portfolio the attention it deserves, consider our Advisory Mandate from CBD Investment Group.
Advisory Mandate is a personalized investment management service that provides high net-worth individuals and families with an exclusive investment experience. It combines professional investment expertise with a thorough understanding of the customers, their businesses and their wealth.
Advisory mandate is a customized solution guided by multiple factors starting with your objectives, cash-flow requirements, personal preferences, and circumstances while taking into account the market climate and economic cycles. This is built around a core-satellite approach taking into account your long-term and short-term goals.
Solutions available include fixed income and equity portfolios, a range of regional and international funds and unique offerings, like the Leasing Fund and the Trade Finance Fund.
You benefit from a dedicated investment advisor who is constantly engaged with you to support you in achieving existing and evolving investment objectives.