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Portfolio Management

Invest your capital, not your time.

Do you want to invest in the financial markets, but don’t know where, or how to start? We have a solution for you.

Dualix provides a licensed portfolio management service for anyone who has the capital but lacks the time and expertise to trade for themselves.

Join today and meet your dedicated portfolio manager who will build a personalised investment strategy according to your expectations and risk tolerance. 

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

Do you want to invest in the financial markets, but don’t know where, or how to start? We have a solution for you.

Dualix provides a licensed portfolio management service for anyone who has the capital but lacks the time and expertise to trade for themselves.

Join today and meet your dedicated portfolio manager who will build a personalised investment strategy according to your expectations and risk tolerance. 

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

What is Portfolio Management?

What is Portfolio Management?

A portfolio manager oversees a portfolio of investments in various financial markets on behalf of someone else. Portfolio managers are responsible for identifying investment opportunities, tracking the portfolio’s performance, exiting investments at the right moment, and seeking new investments. The objective of a portfolio manager is to optimise the portfolio to seek opportunities in the market while limiting risk. A portfolio manager must follow all developments across all markets.

Do you want to know more about what a portfolio manager does? 

Talk to one of our portfolio managers today.

Time is money. Invest it wisely.

Here’s how Dualix portfolio management helps you invest time wisely.

Your time is an invaluable asset. Successful trading requires investing as much time as it does capital to:

  • 01
    Analyse the markets using technical and fundamental analysis
  • 02
    Develop consistently profitable trading strategies
  • 03
    Learn how to manage exposure and constantly worry about potential losses

Save yourself time and effort but still keep the opportunity of making money open by letting a personal market professional trade on your behalf and start earning time (and money).

Start Earning Time

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

Dualix Licensed Portfolio Management Overview

We add incredible value to our clients by offering a licensed portfolio management service that allows you to delegate your everyday trading activities to professional market analysts and investment professionals.

  • Popular Service

    One-in-three traders that
    join Dualix sign up for the perks of a portfolio management service.

  • Regulated Provider

    Licensed by CySEC with
    the license number
    145/11 and authorised to provide portfolio
    management services.

  • Risk Limitation

    You set the level of drawdown that your assigned portfolio manager should follow when managing your investments.

  • Professional Managers

    Portfolio management is performed by professional traders who meet rigorous criteria.

  • Detailed Reporting

    Get regular performance meetings and statements
    to assess the
    performance and goals of
    your portfolio.

  • No Lock-Ins

    There is no lock-in period
    or penalties for
    withdrawing some or all
    of your invested capital.

Why Sign Up For Portfolio Management?

Why Sign Up For Portfolio Management?

A successful trader is achieved through persistent learning, constantly analysing the markets, vigorously monitoring trades and risks and testing numerous techniques and strategies. All of which is tiresome and endless work. No matter how wealthy you become, one thing you can never buy back is your time.

Knowing the personal dedication required, Dualix has designed the most efficient investment solution that will add ‘time’ to the list of your returns on investments. Our team of licensed portfolio managers will skillfully handle all your trading activities. The objective is not merely to reduce the time you allocate to investing, but to enhance the yield of your investments. 

Portfolio management services allow you to delegate the management of your financial assets to a seasoned professional and thus freeing up your valuable time while still ensuring that your capital continues to work for you.

Time is a Priceless Asset.

Don’t invest it where it’s not needed.

With a managed investment portfolio, your money works for you, instead of you working for money. Your capital works autonomously, allowing you to potentially enjoy returns in money as well as time.

Start Trading

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

What Dualix can offer you

Our secret sauce is the professional we employ to manage our client’s investment portfolios. Each member of the Dualix portfolio management team is passionate about financial markets and brings something slightly different to ensure we have a diverse range of knowledge, skills and experience at our disposal.

18 seasoned trading veterans managing your investment

Save yourself time and potential losses by letting a personal market professional trade on your behalf and start earning time (and money).

Talk to an Professional Today

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

Select Your Trading Accounts


Four ways to trade with Dualix.
As a leading investment broker, Dualix has developed competitive solutions to help clients trade and invest in the financial markets. You can choose how much you’re willing to allocate to
your investment strategy.

Dualix BRONZE

  • Account opening balance from €1,000
  • Self-trading account
  • Access to world-famous trading platforms
  • Micro lot trading
  • 1.4 Pip average floating spread
  • STP & DMA order execution
  • 50% Stop Out
  • Multiple asset class coverage
Get Started

Dualix GOLD

  • Account opening balance from €10,000
  • Dedicated Personal Trader
  • 1.2 Pip average floating spread
  • STP & DMA order execution
  • 50% Stop Out
  • Multiple asset class coverage
  • Phone, email & instant message your personal trader
Get Started

Dualix PREMIUM

  • Account opening balance from €50,000
  • Dedicated Personal Trader
  • 1.2 Pip average floating spread
  • STP & DMA order execution
  • 50% Stop Out
  • Multiple asset class coverage
  • Phone, email & instant message your personal trader
Get Started

Dualix SILVER

  • Account opening balance from €2,500
  • Portfolio management service
  • 14-days concierge trading trial
  • 1.4 Pip average floating spread
  • STP & DMA order execution
  • 50% Stop Out
  • Multiple asset class coverage
  • Phone, email & instant message your portfolio manager
Get Started

Risk Warning: Trading in Forex and CFDs could lead to a loss of your invested capital

How to get started with a managed investment portfolio?

  • Tell us
    about your objectives.

    We know you want to make money, who doesn’t? We want to know how much risk you’re willing to tolerate, and we’ll design a strategy to make as much profit as possible with the capital you deposit and within your risk parameters.

  • Get a proposal and share your ideas.

    Your personal portfolio manager will pitch recommendations and hear your thoughts. If there are some specific instruments you want to be included in your portfolio, we’ll do our best to incorporate them and balance risk accordingly.

  • Get started with just €2,500.

    Once your portfolio has been designed, the final step is to fund your account with just €2,500 and our investment experts will take care of the rest. Now you can get on with your life and wait for regular statements and meetings from your portfolio manager.

How you can define the risk of your investments.

How you can define the risk of your investments.

Risk is an unavoidable feature of investing. Without risk, there is no reward. When you sign up with Dualix, your financial profile and knowledge will be assessed by experienced professionals to define your risk appetite. Later, you’ll be able to discuss your investment objectives with a licensed portfolio manager so they can tailor an investment strategy around you. When an investment is rated as low risk in the world of finance, it generally means a lower reward will be produced. In contrast, an investment classified as high risk is typically associated with being able to achieve higher reward. However, if the risk is too high, it can mean no reward at all and can ultimately result in loss of some or all of the initial capital. It is essential to define investment objectives when onboarding with your portfolio manager accurately.

Risk can be defined as either low, medium, high and very high. Here are some textbook examples of different types of investment portfolios.

  • Low-risk portfolios are very conservative in nature and tuned for fighting inflation.

    A low-risk strategy will allocate the majority of capital to less risky assets like fixed-income products and real estate. Only a few per cent will be allocated to large-cap US stocks. Low-risk portfolios are therefore expected to experience little less volatility (fluctuation of value).

  • Medium-risk portfolios are optimised for risk-averse growth.

    A medium-risk strategy will allocate half of the capital towards low-risk investments, like fixed income products and the rest towards US large-cap and small-cap stocks and a small per cent towards stocks from emerging markets. Medium-risk portfolios are expected to experience lower volatility (fluctuation of value) than stock markets as they are balanced with less risky products.

  • High-risk portfolios are expected to achieve attractive long-term growth and tolerate short-term volatility.

    A high-risk strategy will allocate more capital towards assets that potentially have very lucrative upsides, such as forex, emerging market stocks and small-cap stocks from developed markets. The risk of a high-risk investment portfolio is generally aligned with that of the stock market since most of the portfolio’s capital is allocated in various stock markets.

  • Very high-risk portfolios are very aggressive and often are riskier than the stock market.

    A very high-risk strategy will allocate nearly all capital towards forex, alternative investment products and stocks from almost any market. Very little will be allocated to low-risk investments, therefore making the portfolio very unbalanced and susceptible to market volatility. The risk level of a very high-risk investment portfolio is considered to be greater than that of the stock market, because of various alternative and volatile investments.

Start Building a Portfolio that Works for You.

All you need to get started with your very own managed investment portfolio is complete a short registration form, and one of our investment professionals will be in touch to discuss your application.

Start Trading

* Risk Warning: Trading in forex and CFDs could lead to a loss of your invested capital.

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