Independence, open architecture, expertise, performance
Portfolio Management & Advisory
1875 FINANCE operates either under the terms of a discretionary or an advisory management mandate. After reviewing your needs, we fully customize a strategy matching your profile, investment objectives and specific risk tolerance.
If you choose a discretionary mandate, you entrust the management of your portfolio to our asset management team and investment committee. You benefit not only from the experience and expertise of our investment professionals (human) but also from our highly performing tools (machine). We actively manage your portfolio and adapt it to market dynamics in order to minimise losses during volatile phases.
If you choose an advisory mandate, we act as a sparring partner by confronting your investment ideas as well as providing advice on asset allocation, single lines and investment vehicles.