Cookies
This website uses cookies in order to improve user experience. Please click 'I accept' to consent the use of this technology by Bank of Valletta p.l.c. Click here for more information on cookies or to view the Bank's Privacy Notice.
Get in touch - Bank of Valletta - BOV Group
Customer Service Centre - Bank of Valletta - BOV Group
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
  • ... >
Maximise Banner
Minimise Banner
next Previous
next Previous
next Previous
next Previous
Discretionary Portfolio Management
Gain freedom from the complicated management that your wealth requires. Discretionary Portfolio Management takes care of the complex challenge of deciding ‘when’ and ‘where’ to place your money
Discretionary Portfolio Management

If you prefer to delegate completely the responsibility of monitoring your portfolio closely to a trusted professional, you should consider Discretionary Portfolio Management. A designated Relationship Manager will take the time required to develop a deep understanding of your personal ambitions and preferences, be it financial security, to provide for the future of your children, early retirement or the desire to fulfil long-held ambitions. Although you will be providing a mandate to the Portfolio Manager to manage your portfolio in line with the agreed investment objectives and risk profile, you will be kept informed of any investment transactions executed under your portfolio.

A Strategy Customised to Your Needs

Once we have taken an accurate profile of your unique financial personality and appetite for risk, we will draw upon the collective wisdom of our dedicated research team and propose the portfolio strategy that aims to optimise your wealth while matching it to your investment profile – be it one of acceptable risk or a highly cautious one.

Balancing Risk and Reward

As soon as your portfolio is set up, we will set a performance benchmark against international indices. We will hand pick best-of-breed investment instruments and then monitor performance, with the aim of achieving a balance between risk and reward.

Active Trading

Your portfolio is not just monitored to assess risk but actively managed. Active management of your portfolio consists of frequent purchase and reselling of financial assets by your Portfolio Manager to take advantage of price changes and aim for growth.

Transparency

As your financial requirements change over time, so may your financial personality. During our regular meetings, we will reassess your specific financial targets in order to realign and rebalance your portfolio with the desired plan.

Active Trading

Our comprehensive reporting system will ensure that you know exactly how your money is being managed while giving you the benefit of maximum transparency.

Share this item:
Print page
My Guide has identified the following related material
next Previous
 
BOV Pjazza
next Previous
Bank of Valletta p.l.c. is a public limited company regulated by the MFSA and is licensed to carry out the business of banking and investment services in terms of the Banking Act (Cap. 371 of the Laws of Malta) and the Investment Services Act (Cap.370. of the Laws of Malta).