Institutional asset management mandates: tailor-made for your investment goal
For successful asset management, every aspect of the mandate must be precisely defined. This is done through close consultation between our clients and our investment experts. This process establishes the asset allocation and the investment guidelines, taking account of the risk criteria for the particular client. The investment strategy is implemented on this basis and the mandate objectives and parameters are harmonized with each other accordingly.
We offer investment mandates in the asset categories Equities Switzerland, International, Europe and emerging markets, bonds in Swiss francs and foreign currencies, as well as special mandates such as commodities, currency, overlay, cat bonds, and others.
You can select the investment universes "Sustainable" or "Responsible".
We will be happy to show you personally the opportunities our mandates offer. Please contact us for more details.
Detailed, regular and transparent reporting
The portfolio's performance and composition can be personally discussed at any time and monitored via our written reports or online via our e-services.