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Customised management
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Qualified management team
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Discretionary Portfolio Management allows you to assign your portfolio or part of it to a qualified management team. This way you ensure professional management tailored to your investment goals and regular updates on the structure and performance of your portfolio, as well as on the execution of transactions.
Discretionary Portfolio Management is only available to Eurobank Private Banking customers (natural or legal entities). If you are interested in Discretionary Portfolio Management, but you are not a Private Banking customer, you may find service useful.
Our qualified team chooses and adjusts the portfolio’s structure and diversity to your investment profile and goals.
Customised solution
Discretionary Portfolio Management differs from other types of professional management available to investors through standardised products.
It has benefits, such as:
Our management team has a proven track record of achieving returns. View our international awards.
Discretionary Portfolio Management ensures transparency in transactions and instant access to your portfolio structure.
Portfolio transparency is ensured through the regular updates you receive from Eurobank:
We undertake the discretionary management of portfolios invested in global markets, choosing UCITS provided by top global fund managers and/or ETFs.
For investors who seek:
Find out more about Discretionary Portfolio Management, Global.
The portfolio structure and fees vary depending on the risk level you choose.
To learn more about Discretionary Portfolio Management, contact us:
Get Discretionary Portfolio Management
Otherwise, call on: