Chesterfield Lyons Offers You A Choice In Management Approaches.

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Discretionary Management

You leave it to Chesterfield Lyons experts to execute all the financial transactions relating to the mix and management of assets on your behalf. While you retain ownership of your assets, this form of management frees you from the constraints of tracking, monitoring and decision-making to be made on a day-to-day basis.

Advisory Management

Entrusting Chesterfield Lyons experts to monitor your assets with the knowledge that no transaction is performed without your consent. in other words, you benefit from the active advice of our Assets Mangers while retaining decision-making power.

Whichever Management Approach you choose, you can opt for:

• Individual investments
• Investment funds
• A combination of the two

If you opt for discretionary or advisory management, we jointly complete a management agreement. You can than select a conservative, neutral or active approach. It is also possible to choose the advisory management without risk profile where the approach is simply to seize market opportunities. Your Asset Manager will be pleased to give you a more detailed explanation regarding the various possibilities.

However, if you prefer to manage your Assets entirely independently, you can opt for personal management. In this case you do not sign a management agreement and Chesterfield Lyons simply executes your transactions and performs the administrative follow-up. This formula also enables you to benefit from the active advice of our experts while it is you who retain control and responsibility for the overall management of your assets.