"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

You choose:

• 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 use of currencies hedging

Share Mandate

You choose:

• the reference currency, to measure the performance of the mandate: US Dollar, Euro, GBP, Swiss Franc,
• the investment in funds duly authorized in Switzerland,
• your personal preferences

Balanced Mandate

You choose:

• 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,
• your personnal preferences