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Private Banking - United Kingdom

Discretionary Mandate

Your client sets the strategy – we manage the performance.

A discretionary mandate authorises us to manage your client’s investments on their behalf, according to their wishes.

It is the ideal arrangement if they would prefer an experienced investment professional to deal with their affairs and delegate daily investment decisions.

Portfolio Managers

Discretionary mandates are managed by:

  • J O Hambro Investment Management (JOHIM), a Credit Suisse Group company specialising in bespoke investment management
  • Credit Suisse Asset Management (CSAM), who provide expertise and innovation in multi-asset class, model-based portfolio management

You can choose one manager or use both in combination – we will help you find the right solution for your client.

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Get in Touch

Call our Intermediary Team:
Telephone: +44 (0)20 7883 7444