Individual Portfolio Management

The individual portfolio management service requires the highest possible level of trust between our client and De Novo. This is a personalized service where the client receives individual treatment. The client's financial assets are managed by De Novo, at its own discretion, without separate special instructions by the client. The client defines his portfolio yield expectations and accepts certain level or risk corresponding to those yield expectations. There are three types of portfolios offered by De Novo, depending on its structure, risk level and eligible financial instruments and operations. Also, the client may put some specific limitations to the investment process.

The individual portfolio management service is directed to wealthier individuals with longer-term time horizons as well as to institutional investors such as insurance companies, health-insurance companies, etc.