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Discretionary Portfolio Management

We offer tailored portfolio management services designed to meet the unique objectives of high-net-worth individuals, family offices, and institutional clients. Our discretionary mandates provide a seamless and efficient way to access a globally diversified range of investments while maintaining strict adherence to each client's risk profile, liquidity needs, and long-term financial goals.

 

Our investment philosophy blends macro-economic insight, quantitative analysis, and active asset selection, covering both traditional (equities, fixed income, cash) and alternative asset classes (private equity, hedge funds, real assets).

 

Our focus:

  • Capital preservation with consistent, risk-adjusted returns

  • Strategic rebalancing and tactical allocation

  • Full reporting and performance tracking

  • Integration of ESG and impact strategies upon request

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Regulated activities are currently conducted under Del Mar Research GmbH, which is licensed by FINMA and undergoing a formal name change to Seduris Wealth SA.

Seduris Wealth SA is a FINMA-regulated Swiss asset manager. Services provided to qualified clients only. This content does not constitute investment advice or no solicitation.

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