Discretionary Management

Plurimi Discretionary Portfolio Management (DPM)

DPM is part of Wealth Management and represents one aspect of our private client service offering.

We embrace flexible and dynamic asset allocation rather than the industry’s traditional risk profiling approach, which allows us to intuitively and opportunistically exploit market conditions. 

Our lead offerings are the Dynamic Strategy, which emphasises defensive credentials and wealth preservation, and the Astute Strategy, which prioritises growth credentials and attractive relative returns. We focus on direct instruments, supported by independent buy-side macroeconomic and investment research, to express conviction and minimise costs.

We produce a monthly note called ‘Beneath the Surface’ that details some of our views and their impact on investing. If you would like a sample of the note, or would like to be placed on the distribution list, please email us at DPM@Plurimi.com