Creative Asset Management System

Definition of Investment Management. Investment management is an activity focused on researching, analyzing, planning, and regulating investment processes and projects to maximize returns. It includes managing an investment portfolio (buying and selling assets), developing investment and tax strategies, and allocating assets.

What Is Discretionary Asset Management?

Discretionary asset management is a system in which a trustee or portfolio manager has the authority to make investment decisions on behalf of the client based on their knowledge and expertise. This type of management enables professionals to act swiftly in the market, seizing opportunities to enhance portfolio value. At the same time, the manager follows an investment strategy that has been developed jointly with the client.

Discretionary asset management plays a vital role in asset protection, capital growth, and estate planning. A professional manager is given complete freedom to make decisions about assets based on changing circumstances, without needing to obtain constant approval from the capital owner.

Key advantages of discretionary asset management include:

• timely decision-making to achieve high returns
• tax optimization
• confidentiality