Asset Management

Discretionary Mandates

Clients’ assets are managed according to an agreed-upon risk profile, liquidity needs, legacy concerns and investment strategy. Once all parameters are precisely defined, the clients entrust their portfolio to Goldbach Capital.


“…Goldbach is a boutique advisory firm…”

Discretionary portfolios are invested in individual stocks and bonds and other complementary, de-correlated asset classes. They are also invested in diligently selected third-party investment funds.

The dedicated investment manager will constantly monitor and adapt existing positions to implement Goldbach Capital’s investment strategy and react to trends in the markets. The investment managers communicate results obtained with clients according to a mutually agreed upon communication schedule.

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