Discretionary Portfolios Management

Contact with us for any advice

Call anytime

+971-523494861
028-Investments-Portfolio-Management-LR

Discretionary Portfolio Management

White Gold Global offers a comprehensive Discretionary Portfolio Management service designed for high-net-worth individuals, families, and institutional clients who prefer to delegate the day-to-day investment decisions to experienced professionals.

  • Initial Consultation
  • Investment Policy Statement (IPS)
  • Portfolio Construction
  • Ongoing Management
  • Regular Review Meetings

Minimum Investment

We typically require a minimum of USD 1,000,000 (or equivalent) for discretionary portfolio management, though we can consider lower amounts in certain cases.

Tailored Investment Objectives

We work closely with each client to define clear objectives, risk tolerance, time horizon, liquidity needs, and any ethical or tax considerations.

Global Diversification

Access to a wide range of asset classes including equities, fixed income, alternative investments, ETFs, and structured products across developed and emerging markets.

Active Management

Our team actively manages portfolios to seek attractive risk-adjusted returns, taking advantage of market inefficiencies and tactical opportunities.

Regular Reporting & Transparency

Clients receive detailed monthly performance reports, quarterly reviews, and annual tax statements. We also provide online access to portfolio valuation and transactions.

Independent Custody

All assets are held by a reputable third-party custodian, ensuring full segregation and security of client funds.

Risk Management

Rigorous risk controls are applied at both the portfolio and asset-class level, including stress testing, scenario analysis, and position limits.

Who is it suitable for?

  • Investors who want to focus on their business or personal life rather than managing investments
  • Clients seeking professional expertise in navigating complex global markets
  • Those who value time efficiency and disciplined, professional decision-making
  • Families and institutions requiring multi-generational wealth preservation