Discretionary-portfolio-management

If you would like us to actively manage your investment portfolio on your behalf and receive a high level of personal service to underpin your individual investment objectives over time, then our Discretionary Portfolio Management Offering is the best solution for you.

In fast-changing and sometimes volatile markets, the management of your investments can never just stand still. With our Discretionary Portfolio Management Offering you can have confidence that we are watching over your wealth on a daily basis while never losing sight of the future.

We want you to feel completely comfortable with your chosen wealth management strategy. That is why we take the time to work with you to build a clear understanding of your current and future investment objectives. This includes your attitude towards risk, as well as the investment timeframe that you are working towards.

iConic Bank and Trust has thus developed two discretionary portfolio management services, which cover a range of time frames and levels of sensitivity to volatility:

iConic Bank and Trust

Meeting your needs via a single, diversified investment accessible through a unitised fund designed to match your risk appetite.

The iConic Bank and Trust invest service builds on iConic Bank and Trust’s proprietary investment process to help to meet your wealth objectives via a single, dynamic investment. iConic Bank and Trust portfolio mandates draw upon iConic Bank and Trust’s long-standing expertise in managing multi-asset discretionary portfolios for high net worth clients and are available over a range of up to five risk profiles across four currencies.

Bespoke

Meeting your investment objectives with a highly personalised level of service and a portfolio designed just for you.

The iConic Bank and Trust Bespoke portfolio management service gives you enhanced access to iConic Bank and Trust’s proprietary investment process. Your dedicated senior portfolio manager will work closely with you to build a bespoke portfolio that meets your specific investment requirements and complies with your tax regime.