Discretionary Portfolio Management

Discretionary Portfolio Management

As a high net worth client with a lot on your plate, you may choose to leave the active management of your portfolio to the right professionals: professionals with significant trading experience and serious credentials. Professionals you can trust completely.

At UNB, our reputation as Discretionary Portfolio Managers depends on our commitment to working completely independently, in the sole interest of growing our clients’ portfolios. Integrity and impartiality are the basis of all our decisions and the actions we take on your behalf.

By your mandate, our dedicated team of UNB Asset Management professionals will build and actively manage a bespoke or model portfolio within strict parameters in line with your risk profile and desired strategy.

With UNB Asset Banking’s Discretionary Portfolio Management, our clients benefit from our unique strategy to invest in GCC Equity markets, at a competitive cost. Your mandate is suitably benchmarked, with risk-adjusted returns. We monitor trailing stop loss levels continuously to prevent any adverse capital moves in the market.

As the bank that cares, we want your portfolio to succeed beyond your expectations, so we’ll report to you regularly on your portfolio performance. With you, we’ll revise your mandate strategy and guidelines periodically to reflect any changes in your requirements.

Your dedicated Relationship Manager will be pleased to give you more information on our Discretionary Portfolio Management service.

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