Advisory mandate

With an advisory mandate, you as an active investor can count on the proactive support of your personal adviser and on systematic monitoring of your portfolio.

Your benefits at a glance

  • Active support and a sparring partner for investment decision
  • Assistance with the disciplined implementation of your investment strategy
  • Access to investment ideas and market information from industry experts
  • Systematic monitoring of the portfolio and prompt reporting in the event of discrepancies in the investment strategy or larger changes
  • Regular review of the investment objectives and the selection of the defined investment solution

The solution for committed investors

With the advisory mandate, you make your own investment decisions and can rely on the analyses, market assessments and recommendations of our proven experts. You are in regular contact with your personal adviser, your portfolio is monitored on a system-based basis and you receive regular information on portfolio quality. You benefit from buy and sell recommendations and thanks to well-founded publications and analyses of market developments, you remain up to date on investment opportunities and trends.

We recommend an advisory mandate for an investment amount of CHF 250,000 or more, which is available in the Swiss franc, euro and USD reference currencies. Five investment strategies are available.

 

Our investment solutions at a glance