Service
Discretionary Portfolio Management
Our Discretionary Portfolio Management service is designed for clients who wish to delegate daily investment decisions to a trusted professional team. We construct and manage portfolios according to each client’s objectives, constraints, and risk tolerance, while maintaining a clear and transparent investment framework.
Discretionary Portfolio Management is a professional wealth management service in which a client delegates day-to-day investment decisions to a licensed portfolio manager under a clearly defined mandate.
The manager makes investment choices such as selecting securities, adjusting asset allocation, and rebalancing within pre-agreed parameters set out in an investment policy statement that reflects the client’s objectives, risk tolerance, and time horizon.
Clients retain full ownership of their assets, which remain in their name at the chosen custodian bank. The discretionary manager acts only under a limited power of attorney (LPOA) to execute transactions in line with the agreed mandate.
This service suits clients who prefer professional oversight and systematic portfolio management, may not have time to follow markets closely, and value discipline, risk control, and consistency.
Orion Capital AG draws on an extensive track record in multi-asset portfolio construction and risk management to build portfolios focused on long-term capital preservation and stable, risk-adjusted performance. Our process is guided by independence, transparency, and adherence to Swiss regulatory standards.
We evaluate each client’s investment experience, liquidity needs, and overall financial objectives to design an appropriate asset allocation framework.
Orion Capital offers a range of discretionary strategies, each designed to match a specific level of risk tolerance and return expectation. These strategies differ primarily in their allocation between growth-oriented and defensive assets, allowing clients to select the approach that best reflects their personal objectives.
We offer a variety of discretionary strategies, each designed to reflect a distinct level of risk tolerance and investment objective.
Our approach is not about one-size-fits-all solutions. Each portfolio is constructed to reflect the client’s individual objectives, while benefiting from the same professional oversight and institutional-grade investment process applied across all mandates.
To learn more about the strategies available and how they may align with your financial goals, please contact our team for a confidential consultation. We will be pleased to explain our methodology in greater detail and help determine the most suitable investment approach for your circumstances.
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