Asset Management

Discretionary Portfolio Management

Clients’ assets are placed in dedicated and segregated accounts deposited under the clients’ name at a chosen custodian bank. Nevastar is mandated to act as a discretionary manager through a limited power of attorney.

The main characteristics of these mandates are:

  • Mandates fully tailored to the clients’ objectives and profile
  • Delegation of day-to-day investment management to Nevastar
  • Permanent access to the investment team and their views on current market environments
  • Independent and fully transparent reporting
  • “4 eyes” approach: checks and reconciliation of all portfolio positions and cash balances with the custodian bank
  • State-of-the-art portfolio management system with real-time portfolio monitoring
  • Institutional investment platform