Our discretionary mandate is intended to help our busy clients who do not have time, nor interest nor expertise to manage their assets and wish to delegate this task to an experienced team.
We determine with our clients their risk / return profile and the required strategy accordingly to their financial objectives.
The discretionary mandate, given to Mascareignes Financial Management Limited, enables us to take daily decisions, if requested, such as arbitrage, portfolio rebalancing, depending on the economic and stock market trends, in accordance with the profile framework.
We always take requests of our customers in consideration and thus set up regular reportings and meetings, so we can update our clients with the evolution of their assets and adapt the portfolio strategy to potential objectives’ changes.
The investing team uses the services of a broad network of banks and financial institutions in order to gather meaningful information, validate the investment plan and help us make choices ; thus we can respond as accurately as possible to the mandate given to Mascareignes Financial Management Limited.
Asset management with discretionary mandate strives to meet a triple requirement process:
- Bespoke solutions for each client,
- Rigour in the investment modus operandi and risk control,
- Regularity regarding reportings.