Advisory & Asset management

Investment Advice for Stocks, Bonds and Funds

Skilled investment advisors will assist you on your investment choice into international financial markets.

You can contact at any time your Relationship Manager to give orders or to receive an advice.

CIM Bank provides you with an excellent order execution service to sell and buy shares, bonds, funds, derivatives and foreign exchange.

At your request, our advisor can assist you in your choices using our platform to invest in bonds, funds and shares.

With the CIM Web Conference service, you can talk and see your Relationship Manager and your Investment Advisors without coming physically to CIM Bank.

To enjoy Web Conferencing, you will need:

  • A broadband internet connection
  • A webcam
  • A microphone

Investing in stocks

Becoming a shareholder of public companies, for example Coca-Cola, Apple, BMW, Orange, Shell, Nestle, etc., gives you the possibility to earn dividends and capital gain. 

Investing in stocks gives you the opportunity to participate in the economic development progress.

You can personally choose the sector, for example energy, banks, industrial, etc. and the markets: US, European, English, Japanese, Australian, Canadian, Russian, etc.

Investing in bonds

Investing in bonds means taking profit from the interest paid by the issuers that can be governments or corporates.

Investing in funds

CIM Bank provides you with more than 3'000 funds authorised in Switzerland and issued by all the most important funds providers.

With your online access to your E-banking you can directly subscribe, and redeem all these funds. 

Asset Management

A team of skilled Private Bankers is always dedicated to increase and protect your assets

"Every Client is Unique" Mandate

Design your personalized portfolio

Choose the most appropriate strategy for your investments.

Bond Mandate

Zero management fees on EUR bond mandate until 3 years German bond has a negative yield

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the maximum maturity of the bonds in your portfolio,
  • the minimum rating of the bonds in your portfolio,
  • the investment in funds duly authorized in Switzerland,
  • the investment in commercial papers
  • the use of currency hedge

Share Mandate

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the investment in funds duly authorized in Switzerland,
  • the use of futures and options to improve the performance and to reduce the risk.
  • other personal preferences

Balanced Mandate

  • the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
  • the percentage of shares of your portfolio,
  • the percentage of bonds of your portfolio,
  • the maximum maturity of the bonds in your portfolio,
  • the minimum rating of the bonds in your portfolio,
  • the investment in funds duly authorized in Switzerland,
  • the investment in commercial papers
  • the use of futures and options to improve the performance and to reduce the risk.
If you want more information about our management mandates, please contact us.

 

DisclaimerDisclaimer: The client should be aware of the risks associated with stock market investments and 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.
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.
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