Discretionary portfolio management is fast becoming one of our most sought-after services as investors recognize that they often lack sufficient time and knowledge to manage their investments and follow the markets as regularly as we do.
The parameters to be followed in a discretionary portfolio are determined with the client after analyzing the client’s objective including periodic income requirements/withdrawals. Portfolios can be tailor-made depending on the individual circumstances containing securities listed on the main international stockmarkets as well as investments listed on the Malta Stock Exchange. Alternatively we designed PINS – the Private Investment Service – a discretionary service pre-structured into three distinct strategies catering for Income, Balanced or Growth objectives. These strategies set the guidelines for the management of the clients’ portfolio.
Rizzo, Farrugia & Co. (Stockbrokers) Ltd. provides stockbroking services, investment management and advice to private clients and institutions.