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Portfolio Management


The mandate is a contract signed between Atlas Capital and the client. The management contract defines long-term objectives but also management constraints which aim to determine the investment strategy, the level of risk of the portfolio as well as its liquidity.
According to the requirements of the mandate, the manager develops, for the benefit of the Client, a portfolio combining different techniques and management strategies. Our team of experts sets up a tailor-made portfolio allocation, according to the management profile chosen by the Client, whether by asset class or within each of these asset classes.

Making the best management decisions requires increased technicality, permanent availability, high reactivity as well as advanced access to all available sources of information.