Discretionary Management Mandate

NEMESIS discretionary management mandates are designed to provide a tailored solution for clients by understanding your individual needs and goals, your risk tolerance and recognizing that your wealth will have to serve you in different ways at distinct stages of your life. In addition, capital protection should always be the main objective.

Our ambition is to create a portfolio that will be actively managed to achieve all of the objectives that we have set. Clients have direct contact with their manger and can thus understand investment and decision-making processes. The discretionary management mandate at NEMESIS is based on four principles :

  • Personalised service
  • Capital protection
  • Investment risk horizon / adapted risk management
  • Obligation of means