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Discretionary Mandate

You set the boundaries. We manage within them. Every decision, every day, without pulling you in for approval.

Speak to an expert
By the time you've approved it,
the opportunity is already gone.
1.1
Still approving every trade?

Advisory mandates cost you more than just time.

Every decision that requires your sign-off is a decision that could be late. Markets move fast. Waiting for approvals is a structural disadvantage built into most advisory relationships, and most clients don't realise it until something slips.

A discretionary mandate changes the model. You agree the parameters once. We execute within them, continuously. Nothing gets delayed. Nothing gets missed.

  • Parameters set upfront, in writing, by you
  • No approval cycles on day-to-day decisions
  • Full accountability for execution sits with us
Let's talk
How we help

Built for people who want results, not involvement in every move.

01

Parameters You Control

Before we manage a single position, we document your risk profile, goals, and boundaries. The mandate is yours. We operate within it.

02

Decisions Made in Time

We monitor your portfolio continuously and act when conditions require it. No delays, no approval cycles, no missed windows.

03

Reporting You Can Read

Quarterly reports that show you exactly what happened, what changed, and why. No jargon. No padding.

Built. Managed. Reported.

Agreed once. Executed continuously. Reviewed quarterly.

We've been on both sides of capital decisions. That operating experience is what we bring to every portfolio we manage on your behalf.

  • Mandate framework built around your situation, not a template
  • No product commissions, no incentive to overtrade
  • Senior-led management throughout, not delegated down
  • Cross-asset view informed by real deployment experience
  • Reports that show performance, allocation, and activity clearly
  • Formal review every quarter, or sooner if your situation changes
Enquire about this service
You're in good hands
$350M+
Assets under management
Senior
Every mandate is managed at partner level
100%
Fee-only. No commissions, ever
Direct
One advisor. No handoffs.
What's included

What's included with Arkē's Discretionary Mandate

Everything required to manage your portfolio properly, from day one.

  1. 01Initial financial assessment
  2. 02Risk profiling session
  3. 03Mandate agreement documentation
  4. 04Portfolio construction and implementation
  1. 05Ongoing active portfolio management
  2. 06Quarterly performance and allocation reports
  3. 07Annual mandate review
  4. 08Direct senior advisor access throughout

Ready to start a conversation?

Tell us about your situation. We'll tell you honestly whether a discretionary mandate is the right structure for you.

Contact us