While you focus on other things – we focus on your needs

In order to reach your goals, your investment decisions may require profound knowledge and constant research and monitoring of the financial markets. Lux Nordic’s discretionary management is designed for clients who want to make the most of their assets and time by entrusting us with the management of their portfolios. Under discretionary agreement, Lux Nordic has the power of attorney to monitor your portfolio and invest on your behalf in line with a tailor-made investment strategy that is designed in cooperation with you. This investment strategy is revised on regular basis to ensure that it remains appropriate, if and when your circumstances or preferences change.

You are assigned an account manager from the Lux Nordic team of market professionals, all with a longstanding experience from working in the financial markets. The account managers have access to a range of resources and up-to-date information regarding investments enabling them to make the most of your investment strategy. In addition to their own market knowledge and research they work together with a number of international analyst firms and banks.

Our account managers in cooperation with competent administrative staff manage your discretionary investment portfolios with the highest level of proficiency, discretion and care.

If you are interested in finding out more about Discretionary Management, please contact us.

Advisory Management

Our advisory management is designed to enable our clients to make their own investment decisions while benefiting from the assistance of our expertise.

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