Investments > Investment consultancy > Advisory mandate 

Advisory mandate

As an active investor with an advisory mandate, you can count upon the proactive support of your personal advisor and the systematic monitoring of your portfolio: our investment specialists stay in regular contact with you and inform you about investment opportunities, any imbalances in your portfolio as well as significant movements.

Your benefits at a glance

  • Proactive support from your personal advisor
  • Joint definition of the appropriate investment strategy
  • Access to expert investment ideas and market information
  • Systematic monitoring of the portfolio and prompt reporting in the event of discrepancies
  • Appropriateness and suitability checks of securities transactions
  • Regular review of the investment goals
  • Information and cost transparency

We take time for you

With the advisory mandate you take the investment decisions yourself, drawing upon the analyses, market assessments and recommendations of our proven experts. You maintain regular contact with your personal advisor, safe in the knowledge that your portfolio is being systematically monitored, and receive regular information about the quality of your portfolio. You benefit from purchase and sale recommendations. Thanks to well-founded publications and analyses of market developments, you are kept up-to-date on investment opportunities and trends.

Our investment solutions at a glance

Dicretionary mandate

Advisory mandate

Basic consultancy
  • Strategy and situation discussion
  • Delegation of investment decisions
  • Professional portfolio management
  • Not personally time-consuming
  • Institutional investment process for sustainable investment decisions
  • Strategy and situation discussion
  • Proactive investment management
  • Systematic monitoring
  • Access to investment ideas
  • Strategy and situation discussion
  • Investment advice as required
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