Benefits of Discretionary Fund Management

There are many forms of asset management, methods, and directions in the financial investment market. In this article, we want to explain Discretionary Fund Management in detail. This is a form of management in which a trusted person (manager or consultant) independently makes decisions on buying and selling assets at the expense of the client. The purpose of such activity is to obtain the well-being and financial growth of wealthy individuals.

Simple fund management definition from the FinCzech team

At its core, this form of fund management allows the manager to avoid seeking approval for every transaction while still acting according to predetermined parameters. Disciplinary fund management services consist of informing the client about market developments, complying with rules and regulations, identifying and mitigating risks, reporting, and maintaining confidentiality.

You should realize that discretionary fund management's main benefit is relieving the client of the burden of making day-to-day decisions. This work relies on investment professionals. Also, the benefits include the ability to minimize tax liabilities, inheritance planning, and charitable giving.

Discretionary Fund Management is the ability to invest and manage your portfolio without personal intervention using the best strategies and industry experts. We want to offer you services and advice on investment fund formation based on the laws of the Czech Republic. If you would like to learn more about the possibilities and benefits, please contact us at a convenient time.