Asset Management

Prepare your management mandate

In the Swiss Private Banking sector CIM Bank excels in asset management, helping clients to create value from their financial investments.

A team of Private Bankers, supported by skilled financial analysts, are dedicated to this mission.

Every Client is Unique

For CIM Bank, 'Every Client is Unique', and the management mandate is prepared for you with your personal preferences.

• With the private Banker you will choose:
• The reference currency, for measuring performance of the mandate
• The minimum rating and the horizon of time of your bond portfolio
• The markets and the sectors you are most interested in
• The use of futures and options in archieving a result of optimizing profits and minimizing losses
• The use of investment Funds, duly authorized in Switzerland.

If you want more information about our management mandates, please contact us.

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