Discretionary investment mandates
Investments
By signing a discretionary investment agreement, you hand over the management of your investments to us. Our team of experts designs and implements innovative, high-performance investment strategies to maximise risk-adjusted returns and ensure that you achieve your targets.
Our services
Your wealth profile is unique. So are your financial needs. We offer an extensive range and solutions tailored to your objectives, risk tolerance, investment horizon and sustainability preferences.
Classic investment mandate
Classic mandates replicate the in-house investment policy, investing your portfolio in line with our long-term strategy and convictions for seizing short-term market opportunities.
Bespoke mandates
Whether you want to benefit from our Swiss market expertise, lock in stable and predictable income streams, or take advantage of actively managed direct investments, we can tailor a bespoke mandate to you. And because socially responsible investing is at the heart of what we do, we offer solutions that deliver a positive social and environmental impact alongside a solid financial return.
Our customised solution
Renowned investing expertise
We’ve been managing people’s wealth for over two centuries, giving us a proven track record in nurturing and increasing the value of assets.
Portfolios tailored to your goals
We design flexible investment strategies suited to your personal circumstances..
Proximity
As a private bank, our experts are always close at hand to answer your questions and respond to your needs.
Contact us
Classic
Navigating the vast world of investments can be complex. When you choose our Classic Discretionary Mandate, you entrust your assets to a team of dedicated managers. Your portfolio will be aligned with our investment strategy, then tailored to meet your financial goals.
Impact
Our Impact investment mandate aims to generate a measurable positive social and environmental impact in addition to an attractive financial return. It does this by investing in themes aligned with the UN Sustainable Development Goals (SDGs).
Pension
This mandate gives you the opportunity to invest your vested benefits in accordance with your own specifications, free of wealth and income tax. We manage your pension assets in line with the investment requirements of the Ordinance on Occupational Retirement, Survivors’ and Disability Pension Plans (BVV2). Our aim is to achieve returns that are significantly more attractive than those of a vested benefits account.
Distribution
Our Distribution investment mandate offers a stable and predictable income stream in the form of regular dividends and coupons. We target companies with long histories of consistently strong dividends and capital appreciation potential.
Suisse
The Swiss equity market is known for its resilience. Its defensive nature offers significant advantages in times of market turbulence. Swiss companies are also renowned for regularly paying strong dividends, which enhances portfolio stability. And by investing in Swiss francs, currency risk and hedging costs are no longer an issue.
Select
The Select investment mandate is designed for investors seeking an active, efficient strategy implemented mainly through direct investments. It is ideal for investors with large initial sums to invest as it provides for ample portfolio diversification.
