Would you like to entrust the management of your assets to one of our specialists?
With an asset management mandate, you delegate the management and monitoring of your portfolio (minimum 250,000.00 Swiss francs) to our financial market specialists. While you are dedicating your valuable time to other important uses, our specialists in the market research department will be constantly analysing the major financial markets and making the ideal investment decisions for your portfolio based on the Investment Strategy you have chosen.
An asset management mandate offers you the following benefits:
- In a consultation process we will determine the best Investment Strategy for you, based on your current financial situation, your earnings expectations, your investment horizon, and your level of risk tolerance.
- Your portfolio will be actively managed, ensuring that, with all relevant information being taken into consideration, your money will always be invested ideally and in line with our Investment Policies. You needn’t worry about keeping up with events in the financial markets.
- With your assets being invested in various securities and investment categories, you will receive an ideally diversified investment portfolio that allows significant control of your risk.
- You have maximum flexibility and can cancel the asset management mandate at any time in writing.
- You will receive a clear, in-depth summary of the development of your assets. Performance is measured in accordance with the Global Investment Performance Standards (GIPS)..
- We are one of the few banks to offer, in addition to the customary management fees, a fee model that contains a results-oriented component.
Our investment advisors in Basel at the Brunngässlein location, in Bern, in Riehen, in Zürich and in Olten will be happy to discuss an asset management mandate with you in person.
