Portfolio Management
You may choose to leverage the Itaś Private Bank International’s expertise through professionals that
are fully dedicated to managing your portfolio. After clearly understanding your goals and needs, they
follow a rigorous investments and risk management methodologies to ensure your portfolio is aligned
with them.
Both our Advisory and Discretionary services are based on our Investment process, designed for
performance and peace of mind:
- Evaluation of client profile
We evaluate our clients’ investment profile to identify a solid basis for making sound investment
decisions
- Market monitoring
Constant tracking of the market trends to provide customized suggestions and portfolio rebalancing
- Strategic and tactical portfolio designs
Portfolios are designed based on enhanced risk-return models, to fit each particular client profile
- Ongoing portfolio monitoring
Portfolios are adjusted as often as necessary
- Selected investment products
- Open architecture
- Variety of products
- Performance reports
