On track with a discretionary mandate
The strategy that suits you
When you give us a discretionary mandate, you have five investment concepts to choose from: “Classic”, “Dividend”, “Water” and “Climate-friendly”. They are all available in the reference currencies CHF, EUR, GBP and USD and in up to five different risk characteristics. This means you can choose the equity component so it matches your personal need for security.
Asset management with the core-satellite approach
At the core of every asset we manage is a passive component of exchange-traded funds, known as ETFs. We combine this with satellite investments which are designed to seize opportunities. As a result, you enjoy maximum security, but can still benefit from tactical opportunities within the context of our asset management.
Which investment type are you?
The "Classic" discretionary mandate
Our "Classic" investment solution is suitable for all those who wish to participate in the growth of the international financial markets without limiting themselves to countries, sectors and investment vehicles. An important aspect is diversification. Furthermore, all investments are liquid and are based on your risk profile.
The "Dividend" discretionary mandate
Would you like to generate income with your assets? Then the "Dividend" investment solution is made for you. When choosing shares for this purpose, we pay special attention to the amount and consistency of the dividends, price volatility and solid balance sheets.
The discretionary mandate "Water"
The investment solution "Water" is especially suitable for investors who would like to set a special focus in addition to an existing mandate. It allows you to invest globally in listed companies that are involved in the development and the commercialisation of solutions to solve water scarcity and water related stress.
The "Climate-friendly" discretionary mandate
The protection of our planet is important to you? If so, we have good news for you: The "Climate-friendly" investment solution allows you to set a corresponding focus. This solution invests exclusively in companies that are in line with the goals of the Paris Climate Agreement.