Discretionary portfolios at Mevus Capital

What does discretionary management mean

Discretionary portfolio management at Mevus Capital is for clients who want professional oversight of their assets without having to follow every market movement. You set the direction, and we take care of the day-to-day decisions within an agreed framework.

Once your objectives, risk tolerance, and constraints are clearly documented, we make investment decisions, select investments, adjust positions, and manage risk on your behalf, keeping you informed through reporting and reviews.

Defining your mandate and managing your portfolio

We start with a conversation about your financial situation, the role this portfolio plays in your wider wealth, and how comfortable you are with seeing values rise and fall. Together, we agree on objectives, risk levels, and practical constraints, such as currency preferences, liquidity needs, and any exclusions you want to apply.

Within this mandate, we build portfolios mainly around direct investments in listed equities, adding other instruments only where they serve a clear purpose. We then monitor the portfolio on an ongoing basis and make adjustments when company news, market conditions, or changes in your circumstances warrant it.

How discretionary management fits your plan

A discretionary portfolio is only one part of your overall picture. We look at it alongside your other assets and obligations and connect it to your broader wealth, retirement, and succession planning. The aim is for the risk level, liquidity, and income from this portfolio to align with the role it plays in your overall strategy.

Discretionary management may be right for you if you prefer to delegate day-to-day decisions to experienced professionals, while still having a clear written framework and regular, straightforward contact about how your capital is being managed.