Hi! This is my first post so I hope its ok and in the right place.
My Spanish speaking assistant is translating a short document for me from english to spanish but is stuck with the phrase "portfolio management".
We are a firm of financial Advisors and the term "porfolio management" is when a client gives us a sum of money/shares etc which we place with various institutions in order to maximise returns etc
We are based in Mexico so this is for a latin spanish document.