Discretionary Portfolio Management
We believe that the essence of private banking is about building and maintaining long-lasting and solid personal relationships with our clients who trust us with their assets for successful long-term growth.
Portfolio management is both an art and science. Turicum has a long track record applying our strict investment policy and making investment decisions for clients. With a focus on matching investments to objective, Turicum applies an asset allocation model whilst balancing risk against performance.
Wherever in the world you may be, we recognise the uniqueness of our relationship with you and will strive to meet your financial targets. In this context, understanding your personal goals and aspirations is one of our key priorities. In order to achieve this, we perform a careful analysis of your individual needs which also includes your personal life goals and succession planning. As a result of this process, we are in a position to deliver bespoke financial and investment solutions that are truly designed to meet your individual needs. This ability is certainly one of our greatest strengths.
Our portfolios will typically consist of bonds, mutual funds, ETFs, direct shares, commodities and structured products and we offer portfolios in multiple currencies and risk profiles.