Delegate the management of your investments to our investment specialists

Charts’ investment specialists have proven expertise in providing discretionary portfolio management services. Our investment specialists:

  • Assess your financial situation and risk preferences to make sure your investments match your profile
  • Blend long-term expertise and modern research tools to find an asset allocation with the optimal blend of fixed income, equity and cash
  • Identify a tailored portfolio aligned with your goals and preferences
  • Execute the recommended transactions at convenient rates
  • Regularly monitor the performance of your portfolio, and adjust it to ensure that it remains in line with your objectives, by transacting on your behalf
  • Keep you informed of the performance of your investments