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In a time of global changes and complex financial markets,

clients and their families need comprehensive strategies to secure and grow their assets.


Mandate Chart E - PNG.PNG

ASSET MANAGEMENT MANDATES


Do you have no interest or simply no time for handling your financial assets? We can manage your assets on a discretionary basis.  Following an in-depth analysis of your financial situation, we work together with you to define your personal risk ability and tolerance and derive a suitable investment strategy. You can choose from our three tailored strategies or defining your personal strategy. Entrusting us with a discretionary mandate gives you maximal peace of mind.








WHAT IS A DISCRETIONARY WEALTH MANAGEMENT MANDATE ?


Entrusting us with a discretionary asset management mandate means that we take on the responsibility of managing your securities portfolio within an agreed investment mandate of clearly defined objectives and risk parameters. Our mandate is strictly limited to manage respectively invest your assets held with a bank. You keep full control over your assets and have permanent access to all banking services and account information (see chart).


We cooperate exclusively with well known and premium Swiss banks. Their quality of service and costs are constantly monitored and assessed by us.


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