Portfolio Management Services
Expert portfolio management solutions from leading private banks
Discretionary Management
Professional portfolio management with full discretion
- Investment strategy development
- Active portfolio management
- Risk monitoring
- Regular rebalancing
Advisory Management
Guided portfolio management with client involvement
- Investment recommendations
- Portfolio analysis
- Market insights
- Strategic advice
Specialized Solutions
Tailored portfolio strategies
- Thematic investing
- ESG integration
- Alternative investments
- Custom mandates
Compare Portfolio Management Services
| Bank | Minimum Investment | Management Fee | Key Features | |
|---|---|---|---|---|
 UBS Private Banking | $2,000,000 | 0.50% - 1.50% |
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 J.P. Morgan Private Bank | $5,000,000 | 0.60% - 1.75% |
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