All Collections
Our services
What is “discretionary management”?
What is “discretionary management”?
Gael Minon avatar
Written by Gael Minon
Updated over a week ago

Birdee offers a "discretionary" management service (or "delegated" management). This means that once you have defined your investor profile, set your objectives and chosen your portfolio, you no longer have to worry about day-to-day management. We take care of everything.

Unlike with a "recommended" management service, with Birdee you do not need to intervene on the transactions to be carried out (arbitrations, rebalancing of the portfolios, etc.). We do it for you and keep you informed.

"Discretionary" management is ideal for those who do not have the time or the financial knowledge to manage the composition of their investment portfolios.

Did this answer your question?