Online Banking
Online Banking

Portfolio Management

Discretionary Portfolio Management is the ideal solution for individuals seeking to entrust its investment to our team of experienced professionals through active management and rigorous institutional approach

Benefits

  • Personalized and structured analysis
  • Rigorous investment process to achieve the best possible investment outcomes
  • Diversification of various asset classes and continuous portfolio control
  • Constantly track financial markets and comprehensive assessment on the performance of your investments
  • Clear and efficient fee structure

Information

We offer a broad catalog of investment instruments through active management. Each one of our portfolios combines different assets to reflect a specific investment objective. Our Relationship Managers will help you select the best investment strategy that adapts to your risk profile

Mutual Fund Portfolios

Fund Portfolios are an excellent option to achieve maximum global diversification at the hands of professional managers.

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Fixed Income Portfolios

The fixed income portfolio is a high-value option for clients wishing to concentrate part or all of their assets in investment-grade bonds with a constant cash flow

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Contact

Mercantil Suiza
Private Banking

Telephone
+41 43 344 45 55
0800 134 1143 (free of charge from Venezuela)

Mercantil, empowering your world

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