Discretionary portfolio management through a trusted partnership

For clients seeking a hands-off investment experience, our Discretionary Portfolio Management service offers the convenience of having your portfolio managed by professional asset managers. This service is ideal for those who prefer to entrust their investment decisions to experts, ensuring that their portfolio is optimized for performance while adhering to their risk profile.

Key Features

Customized Portfolio Construction:

Creation of diversified portfolios tailored to your individual risk tolerance and investment goals, utilizing a wide range of asset classes and investment instruments.

Active Management:

Dynamic management of your portfolio by our experienced investment team, making informed decisions based on thorough market analysis and research.

Transparency and Communication:

Regular and comprehensive reporting on your portfolio’s performance.

Access to Exclusive Opportunities:

Benefit from Azimut’s global presence and local insights to access unique investment opportunities that are typically beyond the reach of individual investors.

External Asset Management

Under the EAM Business Model, we help clients open accounts with our partner custodian banks. This is a normal account held under the client’s direct name. Subsequently, the client signs a Limited Power of Attorney (LPOA), which allows Azimut to manage the client’s investment portfolio and asset allocation as a third party. The LPOA is limited as it does not allow Azimut to transfer or withdraw the assets.