Investment and Asset Management
Discretionary Mandate
Lakeshore International’s team of specialists ensure that your wealth is administered in strict adherence with the investment strategy that you have determined together with your personal advisor, allowing you to benefit from trends in the financial markets without having to deal personally with the constantly changing market conditions.
Discrectionary Mandates are ideally suited to clients who demand flexibility in the level of support they require and who are unable to monitor their portfolio on a day to day basis, yet still require transparency and the possibility to monitor the progress of their portfolio easily.
Lakeshore International’s team of specialists ensure that your portfolio is structured and administered in adherence with the tailored investment strategy that you, together with your relationship manager, have chosen based on personal and investment priorities and goals and which are reviewed and updated regularly.
Portfolios can include global equities, fixed income securities and funds derivatives and highly sophisticated structured products designed to meet very specific investment needs as well as alternative investment opportunities such as specialists funds and private equity etc.
Regular valuations, reports detailing transactions and portfolio composition, investment outlooks and newsletters are sent to discretionary clients and we encourage review meetings at regular intervals.
