Asset Management

As a JRS customer you will have access to a highly qualified discretionary asset management and personalized service advisory. The starting point for our managers is to create a unique portfolio based on the customer’s risk profile and investment horizon. JRS offers both own and externally managed investment options, depending on the clients risk profile.

Discretionary asset management means that as a customer you leave all the current management decisions for us – the investment manager has the authority to implement the current reallocation within the limits you have set together. The benefit of discretionary fund management is that you do not need to be active but have a trustee that monitor your investment and can make quick changes.