Care about the past to better face the future
Wealth Management
Two types of mandates in your relationship with PLK & Partners:
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An Advisory Mandate consists of a predefined
approach of your financial investment.
We serve as the intermediary between you and depositary bank. -
We are be empowered to execute trading orders only after we have consulted
and sought your approval. - This implies that we are in no case allowed to make any transfers or withdrawals.
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The Advisory Mandate will suit a customer who would like to take the advantages of seeking
professional advices while maintaining the management of their wealth.
- A Discretionary Mandate consists of managing your assets on a discretionary basis. In order to better achieve this, we differentiate your assets into three different investment profiles determined by your performance expectations and your ability to take risk: conservative, balanced or growth oriented. These profiles will be discussed and reviewed regularly to ensure consistency between your personal situation and your financial goals.
- The Money Management Mandate will apply exclusively to the management of your assets and the execution of trading orders.
- This implies that we are in no case allowed to make any transfers or withdrawals.
Our customers’ accounts are opened with high quality and better reputable banks with which we maintain a privileged relationship. Regular contacts with these institutions, guarantee an excellent collaboration.
Nonetheless, every customer should be free to choose their depositary bank and we guarantee that the trading orders will be executed with the same efficiency.