Discretionary management

Crèdit Andorrà Financial Group - Discretionary management

Discretionary management is the option offered to clients who do not want to have to worry about managing their assets on a day-to-day basis.

Expert team

At the Crèdit Andorrà Group, we have a team of personal managers and asset management experts who continually monitor our clients’ investments, analyse their performance and control risks in a comprehensive manner.

We follow a strict code when managing our investments to ensure that they can perform in complex market environments. 

We make sure that the service provided to our clients is suited to their knowledge, experience, objectives and financial situation. We apply the appropriate evaluation and comparison methods according to the investment objectives of each client and the various financial instruments in their portfolios.

Risk profiles

Risk profiles range from investors who simply want to preserve their wealth, to investors who seek long-term capital growth and are ready to take the risks associated with stock market volatility and variable returns.

Due to these different profiles we are able to provide each of our clients with an investment profile that meets their needs. We exercise great caution with respect to the risks that we are prepared to take.

Scale of fees based on performance

We are aware that the return on your investment depends on our efficiency and performance. This is why we constantly adapt to changes in the markets and adjust our fees in accordance with the return on your investments.

Follow-up reports

Our clients receive up-to-date information about their portfolio and transactions on a regular basis and on request.

We also offer follow-up meetings to our clients whenever they wish.

Entrust the management of your investments to a team of experts.