13, Boulevard Princesse Charlotte
98000 Monaco
+377 97 97 36 21

Delegated Management Mandate

Setting goals to meet the needs of our clients forms the basis of a lasting partnership. The discretionary mandate is carefully matched to each client’s profile, their financial objectives as well as their tolerance to Risk. We establish together an investment profile that takes into thorough consideration your situation, risk appetite, knowledge of the various instruments which are used nowadays in the investment universe and on the basis of this analysis, we implement a tailored management strategy which best corresponds to your profile.

Black Oak (Monaco)