1 Discretionary asset management is a form of investment that allows the investor to delegate, through a mandate, the investment of his assets to a manager. Investment decisions are made by a highly specialized team that operates based on a specific investment policy and the needs and profile of each individual customer.
2 Financial advice consists of the planning, development and monitoring of a financial strategy carried out with the support of a team of specialists, but where investment decisions are the responsibility of the client
Discretionary Asset Management & Financial Advice June 29th, 2018superuser
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