Our flagship solution

Our flagship solution

With Discretionary Portfolio Management, let our advisors take care of your investments on your behalf.

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Our flagship investment solution integrates all the expertise of the Quintet Group
Your portfolio will benefit from the research and the views of our analysts and investment teams across our group of boutique private banks and wealth managers operating across over 50 European cities.
At a glance
Discover how our flagship solution could benefit you.
EXPERTISE
Full expertise of Quintet Group
One solution integrating all the expertise of the Quintet Group.

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Full expertise of Quintet Group
RISK CULTURE
Risk culture
A diversified portfolio aligned to your risk profile, which our experts will help you define.
Risk culture
ENVIROMENTAL AND SOCIAL
Environmental characteristics at its core
Environmental characteristics integrated into every part of the investment process and portfolio construction.

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Environmental characteristics  at its core
NEEDS AND OBJECTIVES
Matching different needs and objectives
Profiled solutions adapted to your immediate and long-term goals and your attitude to risk.

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Matching different needs and objectives
SIMPLE AND TRANSPARENT
Simple and transparent
A fund wrapped solution with a focus on transparency via monthly reporting in addition to practical and relevant information provided by your dedicated Client Advisor.
Simple and transparent
VALUE FOR MONEY
Competitive fee structure
A simplified and cost transparent solution weighting real added value of underlying investments.

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Competitive fee structure
How we build our complete solution
We have defined a robust process that focuses on gathering all the expertise of Quintet investment teams across Europe. We have built this process around these pillars: we first analyze the long-term trends of the market, we then integrate shorter-term views and finally we incorporate refinements, often based on your preferences and appetite to risk.
A strategic view
Also known as Strategic Asset Allocation, the approach looks at the overall market trends, long-term investment activities and embeds risk profiles and environmentally friendly elements, which characterize our investment philosophy.
couple in meeting
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A shorter-term view
Known as Tactical Asset Allocation, we look at shorter-term opportunities focused on a 6 to 12 months horizon bringing flexibility into our approach.

Opportunities for refinement within your portfolio

fixed income

Fixed income

equity

Equity

funds

Funds

sustainability

Sustainability

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