Advisory Mandate
Combine your expertise with professional guidance for optimal investment results.
Empower Your Investment Decisions
As an entrepreneur or seasoned investor, your financial decisions reflect your strategic vision. CIC (Switzerland)'s Advisory Mandate enhances your portfolio management with expert guidance tailored explicitly to your ambitions. Benefit from precise recommendations, timely markets intelligence, and ongoing risk oversight - allowing you to invest with clarity, confidence, and strategic insight.
Key Benefits of Our Advisory Mandate
Corporate Social Responsibility
CIC (Switzerland) is well aware of its responsibility to society and the environment. Therefore it is particularly important to us to be careful and respectful in dealing with people and resources, as well as to have a responsible stance towards managing assets and taking financing decisions.
When it comes to investing, the three pillars of sustainable development are environmental, social and governance; these play an increasingly important part in selecting investments. That's why Bank CIC (Switzerland) Ltd. offers sustainable investment solutions, which not only have a positive impact on nature and the environment, but can also generate favourable returns. On request, the concept of sustainability can be taken into consideration in the advisory process. In addition, Bank CIC follows the directives of the Groupe Crédit Mutuel Alliance Fédérale to ensure investments are fully compliant. In the financing area, Bank CIC acts in accordance with the guidelines of the Swiss Bankers Association for sustainable finance.
Find out more in the brochure on the ESG concept of CIC (Switzerland).
Ready to Elevate Your Investment Decisions?
Discover how CIC (Switzerland)'s Advisory Mandate can empower your strategy with tailored insights and proactive guidance.
CIC eLounge: Smart, Secure, Seamles
Empower your financial journey with CIC eLounge. Access your accounts securely, execute transactions efficiently, and gain comprehensive insights into your finances - all in one place. Our platform offers user-friendly navigation, and personalized support to ensure your banking experience is seamless and tailored to your needs. Whether you're managing personal wealth or overseeing business finances, CIC eLounge provides the tools and flexibility to keep you in control, anytime and anywhere.