Picture your Future. Save for it by earning 1.5% on a 1-year Term Deposit Account! Learn more.

Six reasons to choose Discretionary Portfolio Management

Article published on the Malta Business Review

Discretionary Portfolio Management (DPM) is a new concept to many. It is an investment management service where a professional portfolio manager is given full authority to manage an investor’s portfolio.  

Usually reserved for high-net-worth individuals, this service is now available to all retail investors in Malta thanks to MeManaged, MeDirect’s digital DPM service.

Below are six factors that investors should consider when thinking about whether MeManaged is the right choice for them:

  1. Professional Expertise. The global network of financial experts at MeDirect take care of your portfolio diligently and on an ongoing basis. To strengthen this, MeDirect has partnered with BlackRock, the world’s largest asset manager.
  2. Time-saving. By delegating investment decisions to a portfolio manager, investors save time on researching investments. This frees investors to focus on what they do best while MeDirect handles the rest.
  3. Personalised strategy. Every MeManaged customer completes an online questionnaire before opening their account. This helps the portfolio manager understand the customer’s goals and risk appetite before assigning an investment strategy.
  4. Diversification. Portfolio managers have access to a wide range of investment options, including stocks, bonds, and alternative investments. By diversifying the portfolio, investors can reduce their overall risk.
  5. Active management. Discretionary portfolio managers actively manage the portfolio which means they can respond quickly to market changes.
  6. Transparent reporting. MeDirect provides regular reports on the performance of the portfolio and the investment decisions made.

Furthermore, a MeManaged account can now be opened with a minimum investment of just €100. Until 30 June 2023, those who open a MeManaged account with an initial investment of at least €2,000 will also get a top up of up to €200. Becoming a MeDirect customer and opening a MeManaged account can be completed online.

Ingrid Micallef, Head of Products at MeDirect, said, “MeManaged is democratising DPM services, giving retail investors access to professional portfolio management that until recently was only available to a select few. MeDirect will continue to create a more level playing field for all those who want to build up their wealth.”

For more information visit https://www.medirect.com.mt/invest/discretionary-portfolio-management/.

Top-up promotion is valid for a limited time only and terms Terms and conditions for the promotion, which is valid for a limited time only apply. MeDirect Bank (Malta) plc, company registration number C34125, is licensed to undertake the business of banking in terms of the Banking Act (Cap. 371) and investment services under the Investment Services Act (Cap. 370).

Join MeDirect today to access the tools you need to put your money to work on your own terms.

Latest news articles

Our anchor in choppy markets
All News

BlackRock Commentary: Our anchor in choppy markets

Market narratives have shifted from AI excitement and recession fears to confidence in U.S. economic resilience, with a focus on supply-driven dynamics, prompting a risk-on stance, overweight in U.S. stocks, diversified AI investments, and flexibility in Japanese and Chinese equities.

free stuff that can help you save
All News

Free stuff that can help you save

Saving money is a challenge that can be made easier by taking advantage of free stuff that’s out there to help you keep living costs under control.

Epic Investment Partners Weekly Article
All News

Epic Investment Partners Views: The Week Ahead

This week’s key events include FOMC minutes, US CPI, PPI figures, and bank earnings, along with Eurozone and German economic data, while US inflation data ahead of the presidential election takes center stage; markets reacted strongly to the US jobs report, with treasury yields rising, oil prices spiking due to geopolitical tensions, and central bank chatter driving volatility, especially in the euro and sterling.

Experience better Banking

The sooner you start managing your money, your way, using the best-in-class tools, the sooner you’ll see results. 


Sign up and open your account for free, within minutes.

MeDirect_Multi-Devices-cards

You are leaving medirect.com.mt

Please be aware that the external site policies, or those of another MeDirect website, may differ from this website’s terms and conditions and privacy policy. The next website will open in a new browser window or tab.

 

Note: MeDirect is not responsible for any content on third party sites, nor does a link suggest endorsement of those sites and/or their content.

Login

We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.