This solution allows us to actively assist our clients when it comes to preparing investment decisions by sharing ideas and recommendations with detailed reasoning and continuously and proactively pointing out possible changes in their portfolio environment. The client is then responsible for deciding whether they want to take our recommendations.

Reliable and dedicated

All investment ideas are independently developed by our specialists and are solely based on each client’s individual investment profile. The investment advisory mandate gives clients a reliable and dedicated partner who is very familiar with their individual needs and actively and expertly helps them to achieve their goals.

Collaboration

Mixed mandates with an discretionary mandate are also an option. The management fee is the same for both types of mandate.

Financial instruments in investment advisory

• Bonds
• Equity securities such as shares or participation certificates
• Collective capital investments
• Structured products
• Derivatives
• Digital assets