Discretionary Portfolio Management

Strategic Flexibility and Operational Precision in a Single Solution

Objectives and Operating Framework

Bespoke Mandate Management

A solution designed for investors who seek to combine strategic flexibility with operational rigor—maintaining full control over investment decisions while entrusting execution to a dedicated team.

The service provides a fully customized management mandate, built around the client’s specific objectives, with access to a diversified range of instruments, markets, and currencies.

A Strategy Defined by the Client

Strategy, Execution, Oversight

Bespoke Managed Account

Personal strategy, professional execution.

Designed for clients who wish to define their own investment strategy while entrusting execution to a dedicated team. Through a customized operational mandate, Compass manages transactions in line with predefined guidelines, ensuring precision, confidentiality, and full traceability.

Key features:

Strategy defined by the client
Operational implementation delegated to the manager
Access to a broad range of asset classes and currencies
Possibility to integrate specific objectives

This solution combines strategic control with operational efficiency, maintaining full alignment with the client’s long-term goals.