The Discretionary Portfolio Mandate service is a tailor-made approach to the management of diversified investment portfolios for Private Banking Clients. CaixaBank Wealth Management Luxembourg delegates its management activity to CaixaBank Asset Management, under guidelines defined by the Luxembourg Investment Committee.

Main benefits

  • Experienced professionals manage your investments.
  • Make the most out of investment opportunities with efficient and timely execution.
  • Access our latest investment ideas.
  • Efficient implementation of investment decisions via state- of-the-art financial instruments.
  • Benefit from a simple and transparent fee structure with a clear alignment of interests.
  • No need to constantly monitor the markets to remain on top of your financial situation through regular updates and performance reports.

Discretionary Portfolio Management Solutions

DPM Global Managers

Best in class

We will invest exclusively in Mutual Funds.

DPM Global Assets

Multi-Asset

We will invest in the full range of assets selected following our house view.

DPM Global

Tailored

Our dedicated team will offer customised solutions and asset allocation strategies for high wealth clients.