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Portfolio Management & Advisory
1875 FINANCE operates either under the terms of a discretionary or 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. You benefit not only from the experience and expertise of our professionals, but also from our highly performing tools. We actively manage your portfolio and adapt it to market dynamics in order to minimise the risk of losses in the event of increased volatility.
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.