Understand
We assess objectives, investment horizon, constraints, liquidity needs and risk tolerance.
NS Management Ltd — Bermuda
DISCRETIONARY MANAGEMENT
You delegate the daily investment decisions to a team of seasoned professionals operating within an agreed mandate, risk profile and long-term investment framework.
Discretionary portfolio management
Delegated portfolio management with clear investment discipline.
NS Management Ltd offers discretionary portfolio management services to individuals, high and ultra-high net worth clients and their families who wish to have their assets fully managed by NSM.
This page is provided for information purposes only and does not constitute investment advice, an offer or solicitation to buy or sell any securities or financial instruments.
01
Tailored profile
Objectives, investment history, family situation, risk tolerance, time horizon and liquidity needs are reviewed before implementation.
02
Separate accounts
Client assets are managed in a separate account maintained at a third-party financial institution, custodian bank or broker-dealer.
03
Active oversight
Portfolios are monitored and rebalanced according to the mandate, market conditions and client-specific restrictions.
Investment process
A structured process for delegated decisions.
Define
We define the discretionary mandate, investment profile and portfolio framework.
Manage
We implement investment decisions, allocate capital and rebalance the portfolio.
Report
We provide portfolio monitoring, reporting and ongoing review of the mandate.
Separate accounts
Assets remain held with your chosen custodian.
Each client’s assets are managed in a separate account maintained at a third-party financial institution, custodian bank and / or broker-dealer.
Under discretionary portfolio management, NSM may purchase and sell securities for the client’s account without prior consent or notification, subject to the terms and restrictions agreed in the asset management agreement.
- Independent investment management framework.
- Clear client-specific mandate and reporting discipline.
- Portfolio oversight aligned with agreed objectives and restrictions.
- Institutional attention to risk, suitability and long-term objectives.
Portfolio construction
Diversification guided by client-specific objectives.
01
Asset allocation
Portfolio exposure is structured according to the investment profile, risk tolerance, liquidity needs and long-term objectives.
02
Investment selection
Investment selection is performed within the mandate, taking into account suitability, diversification and portfolio objectives.
03
Risk monitoring
Client accounts are broadly managed in a similar manner, but differences may occur due to client-specific objectives and restrictions.
Contact
Discuss your discretionary mandate.
Contact NS Management Ltd to discuss whether discretionary portfolio management is appropriate for your objectives, risk profile and long-term investment needs.
Request a meeting