You hold control,
we deliver

Our discretionary portfolio management service is designed for clients who wish to entrust the daily management of their investments to a professional team. Under a discretionary mandate, we manage your portfolio in accordance with an agreed investment strategy, risk profile, and mandate guidelines.

This includes asset allocation, portfolio construction, implementation, risk monitoring, rebalancing, and ongoing reporting. By combining liquid ETF building blocks, independent research, and advanced portfolio construction tools, we aim to deliver efficient and transparent investment solutions without unnecessary complexity.

You remain fully informed, while we take responsibility for day-to-day investment decisions.

Our advisory mandates are designed for clients who want to remain actively involved in investment decisions while benefiting from independent advice, market insight, and professional portfolio oversight.

Under an advisory mandate, we provide tailored recommendations, portfolio analysis, investment ideas, and risk assessments. Final investment decisions remain with the client.

Well suited to clients who value direct involvement but want access to a disciplined investment process, data-informed portfolio analysis, and independent guidance.

For many clients, ETFs provide an effective way to access global markets with transparency, liquidity, diversification, and cost efficiency. Kuhn, Loeb & Co. uses ETF-based model portfolios as a core component of its investment offering where suitable.

These portfolios are designed using a combination of strategic asset allocation, tactical market views, risk analysis, and AI & machine learning technology to support portfolio construction.