What is the difference between discretionary and advisory at NWM?

Answers from the sources

  1. Neovision Wealth Management

    “Under a discretionary mandate, NWM has authority to make investment decisions within the parameters of an Investment Policy Statement agreed upfront with the client, covering asset allocation ranges, risk tolerance, exclusions, liquidity requirements, and currency mix. Under an advisory mandate, NWM analyses, recommends, and explains, but the client retains decision authority.”

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Published
2026-10-20
Modified
2026-10-20
ready-scan-subjects/Q141494021
revision Q141494021:content:e58e6c3bf3eb246e

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