DISCRETIONARY WEALTH MANAGEMENT
Discretionary management is the solution for clients wishing to entrust the management of their assets, within a pre-defined profile, to our team of experts who are in constant contact with a multitude of financial analysts, banks and brokers.
3T Family Office’s investment philosophy rests on five major principles:
- Steady recurring returns above our defined objectives;
- Management which corresponds to our client’s investment profile or commitment, while keeping a stable level of risk over time;
- Reduced risk of losses during bear markets in order to ensure better capital preservation;
- Quality, transparency, liquidity and sustainability when allocating assets, whether in direct investments, in investment funds;
- A lasting relationship with clients based on trust and communication