Discretionary Mandate
Let our investment experts manage your wealth, optimising your portfolio with strategic foresight and rigorous discipline.
Professional Asset Management Tailored to Your Goals
With our Discretionary Mandate, you entrust the active and continuous management of your portfolio to our seasoned investment specialists. We closely align our strategies with your investor profile. Leveraging comprehensive market insights, sophisticated analysis, and proactive asset allocation, we take decisive actions to capitalize on investment opportunities while effectively managing risk.
Our structured and disciplined approach means that your portfolio receives consistent, professional oversight, ensuring strategic alignment with your long-term wealth objectives. By delegating your asset management to CIC (Switzerland), you can confidently devote your valuable time and attention to your core priorities, secure in the knowledge that your investments are in expert hands.
Key Benefits of Our Discretionary Mandate
Ready to Optimise Your Investment Strategy?
Take advantage of a personal advisory meeting with our experienced specialists. Together, we'll clarify your objectives, fine-tune your strategy, and identify opportunities aligned precisely with your goals—ensuring your portfolio is positioned for success.
Professional Management That Moves with the Market - and with You
Financial Markets are becoming increasingly complex, and long-term decisions require both insight and time - two things that are often in short supply. Monitoring global developments, identifying risks, and responding at the right moment demands discipline, experience, and full-time focus.
With our discretionary mandate, you delegate the management of your assets to experienced professionals who act in line with your defined investment strategy. Together with your relationshop manager, you select a strategy that reflects your objectives and risk profile.
Beyond our five core strategies, additional customized options are available - offering the flexibility to match even more investment needs.
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Discretionary Mandate Consistent implementation of your strategy
With our discretionary mandate, your assets are managed professionally and consistently according to your chosen investment strategy. Together with your relationship manager, you'll determine your risk capacity, risk appetite, and investment goals. Investments primarily include our in-house funds, ensuring broad diversification. Regular, detailed performance reporting keeps you fully informed.
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Discretionary Mandate Replica Pension Foundation Aligned with CIC (Switzerland)'s pension fund strategy
The Replica Pension Foundation strategy mirrors CIC (Switzerland)’s pension fund approach, providing moderate security while allowing greater equity exposure and indirect Swiss real estate investments. It suits investors comfortable with moderate risk and increased price fluctuations for potentially higher returns.
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Discretionary Mandate Dividend Focus Long-term high-return potential
The Dividend Focus strategy invests predominantly in high-dividend Swiss or European stocks in your chosen reference currency (CHF/EUR). Targeted at investors willing to accept substantial price volatility for strong dividend and capital growth potential, this equity-focused mandate requires a long-term investment horizon.
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Discretionary Mandate Cash Plus Your flexible alternative to cash holdings
Cash Plus offers a diversified portfolio combining liquidity, short-term bonds (maximum three-year duration), and specialised liquid private lending funds focused on trade finance. Suitable if you intend to keep significant liquidity and avoid traditional market volatility, with an investment horizon of at least 24 months.
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Discretionary Mandate Private Debt Basic An alternative to traditional fixed income investments
Private Debt Basic complements traditional fixed income portfolios, particularly appealing amid low interest rates. Specialists invest in funds focused on liquid private lending and trade finance loans. Suitable for investors aware of potential illiquidity, aiming to diversify income streams through private market exposure over a multi-year horizon.
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Discretionary Mandate PK FIT Expert management for your pension fund assets
PK FIT - flexible, individual, transparent - supports companies and self-employed individuals seeking secure investment of occupational pension assets through a collective foundation. Investments follow the Occupational Pension Ordinance (OPO 2), offering standard or personalised strategies depending on your collective foundation choice, enhancing flexibility and individualisation.
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Discretionary Mandate Unique Customised individual asset management
Unique is designed specifically for pension foundations, funds, and affluent private investors requiring customised management compliant with OPO 2 regulations. Assets are primarily managed via direct investments, including individual securities, diversified investment vehicles, structured products, hedge funds, private equity, derivatives, and currency hedging strategies tailored precisely to your needs.