At CIM Bank Every Client is Unique and a skilled investment manager will build a balanced portfolio which reflects your wishes and your preferences.
With us you can choose the most appropriate strategy for your investment which includes:
• the maximum percentage of shares of your portfolio
• the maximum lenght of maturity of your portfolio
• the safe level of your investment by selecting the bond credit rating (the bond credit rating assesses the credit worthiness of a corporation’s debt issues, assigned by credit rating agencies as Standard & Poor’s, Moody’s and Fitch)
• the issuers’ nationality by selecting among Europe, USA and Emerging Countries
• a careful use of options on shares to improve the performance return and to reduce the risk of market volatility
• the reference currencies of the investment: EUR, USD, CHF, GBP and other currencies on request
Starting from the equivalent of CHF 100'000 / EUR 75'000 / USD 100'000
Disclaimer: The client should be aware of the risks associated with bond investments. All bond investments entail the risk of default of the bonds issuers’. Other risks are the increase of the market rate interest that can penalize the market bond price, especially the long term bonds (over 6 years). Other risk is the downgrade of the issuers’ made by the rating agencies who can decrease the bond market price. The client should be aware of the risks associated with stock market investments. All securities investments entail the risk of great and sudden financial loss. Returns vary and you may have a gain or loss when you sell your securities.