Wealth Management

Discretionary management

By entrusting a portfolio to DECALIA, clients delegate its management to experienced experts and benefit fully from DECALIA’s expertise.

DECALIA’s discretionary management follows a three-stage process:


Determining your investment profile

Following an in-depth discussion, possible thanks to the close relationships that its human size allows, DECALIA determines – in agreement with the client – the management profile that best suits him/her and identifies any investment constraints he/she may have.


Building and managing the portfolio

On this basis, DECALIA implements its investment strategy through a tactical allocation, combining the different asset classes, geographical zones and currencies. Client portfolios are then invested in direct bonds or equity holdings, as well as investment products selected by DECALIA’s analyst teams. They are naturally subject to constant monitoring and adapted on an ongoing basis to market trends or the economic circumstances.


Reviewing the situation

Each individual portfolio is then reviewed with the client as part of an ongoing exchange, so as to explicit the investments made, present the results achieved and check whether his/her personal situation has changed and therefore necessitates an adjustment of his/her profile.

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