Invite and earn

Discretionary mandate

Entrust your investments to our committed specialists.

Let Raison experts handle your wealth management

Through our discretionary solutions, our committed specialists handle your portfolio based on agreed-upon investment objectives, risk tolerance, guidelines, and a disciplined approach. Our array of discretionary mandates spans across all significant asset classes and styles.

Why opt for a discretionary mandate?

Invest like a professional

Access professional investment management guided by a robust investment process.

Save time

Liberate your time to concentrate on your top priorities.

Peace of mind

Experience calmness, assured that your wealth is entrusted to reliable experts.

How does it work?

Firstly, you share your personal and financial situation, along with your objectives, requirements, and risk tolerance. Based on our robust portfolio engineering capabilities, we offer unbiased advice on investment strategies that align with your profile and goals.

Once you've selected a strategy, Raison takes over the management of your assets, making investment decisions on your behalf.

With ongoing portfolio monitoring and regular reviews, we ensure your portfolio stays in line with your chosen strategy, which you can adjust at any time. Regular reports keep you informed about your portfolio's performance.

Answers to frequently asked questions

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