"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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