Discretionary Investment Management
DCAM discretionary investment management services are solely based on the segregated account model for all its Clients via a Limited Power of Attorney limited to Investment Powers at a Bank of the Client's choice.
DCAM predominantly manages its Client's portfolios in long-only investment strategies, under well defined Asset Allocation guidelines and risk parameters in the following four investment profiles:
- Fixed Income
- Dynamic Fixed Income
- Dynamic Allocation
Wealth Management Consulting
Both DCAM and DCD provide a Wealth Management Consulting service that conducts an overall review of the family's global wealth, with a view for an efficient asset distribution, including but not limited to restructuring advice.
Both DCAM and DCD undertake investment advisory mandates for those clients who require this service in the following instances:
- To complement their existing discretionary managed portfolios with DCAM;
- For specific large size portfolios; and/or
- Re-structuring mandates, primarily for large size portfolios and typically linked to the Wealth Management Consulting Service.