Portfolio Management

Portfolio management services on foreign accounts is recommended primarily for clients who have considered geographical diversification and, due to their professions, workloads or life situations, find it difficult to be up-to-date on financial markets and the factors influencing such markets, nevertheless, they consider it to be a waste to miss opportunities and wish to manage risks.

How does it work:

Both foreign account management and portfolio management services are based on specific contract documents. In the course of portfolio management, the investment portfolio is deposited and recorded on your account managed by Concorde Investments Ireland Ltd.

Portfolio management differs from investment advisory services mainly in that the client, under conditions and in a framework specified in a contract, surrenders the right of investment decisions to an experienced investment service provider. The portfolio manager continuously monitors the movements on financial markets and uses an active investment strategy to compile an optimum portfolio, in line with the investment principles agreed with the client.

Professional background:

The safety of the arrangement is guaranteed by a number of safeguards. The potential scope of investment is global and as broad as possible; accordingly, we invest in government securities, corporate bonds, equity funds, exchange traded funds (ETF) as well as money market instruments.

The portfolio manager selects the instruments, depending on his market expectations, that are considered to be beneficial investments in the current economic and market environment; in that light, the composition of the portfolio may change several times during the year. Any change in the portfolio is performed based on justified criteria.

The portfolio management mandate does not require the client’s continuous involvement. However, this service is as flexible as all other services we offer; that is, you can access, or withdraw part of, the assets under portfolio management at any time.