Private Portfolio Management

“We manage your savings according to the goals and strategies that we have determined together”

As Azimut Portfolio, in the framework of the portfolio management contract signed with the customer, we create investment strategies that are suitable for the investor's goals, risk tolerance and constraints, in accordance with the suitability tests and market conditions. We offer Discretionary Portfolio Management Services to investors who have a certain amount of savings and want to evaluate it in the medium to long term, but who do not have time to follow the markets and interpret developments.

The most important step in the portfolio management process is the determination of the investor's risk preference. The comparison criterion (benchmark) is created on the basis of the determined risk preference. This criterion will be the main criterion used to determine the portfolio performance. The aim of the Portfolio Management service will be to provide investors with a return performance that is higher than the return of the established comparison criterion. Your savings will be managed by expert fund managers based on developments in both domestic and foreign markets. Our fund managers will manage your savings based on both top-down macro strategic research and bottom-up company fundamental / technical research and their own forecasts.

Now you can focus on your own business and social life without having to follow the markets in real time, because your portfolio will be evaluated at certain intervals and it will be analyzed whether there is any change in the investment strategy, risk preference or comparison criterion. Performance evaluations will be made in accordance with the periods specified in your portfolio management contract.

Weekly, monthly and periodic reports containing all the details of Portfolio Management accounts will be shared with our investors. You can also get all the information from your Portfolio Sales Manager, who is responsible for your account from our Sales / Marketing department.