Management mandate
An asset management instruction or mandate offers you professional management of your assets in accordance with your ideas and objectives. The mandate is carried out by our portfolio managers.
In the course of a personal discussion with you we can define an investment strategy that is tailored to your preferences and willingness to take on risk, as well as the appropriate investment instruments. Thanks to a modular investment strategy, you can choose between direct investments (equities, bonds), investment funds and structured products, as well as combinations of these different investment instruments.
In the case of investment funds and structured products, our bank – in cooperation with independent research partners – selects the best providers on the basis of an appropriate set of criteria. Cooperation with proven specialists also enables hedge funds and private equity investments to be made via our bank.
Within the framework of the defined strategy, your portfolio is constantly adapted in line with the investment policy drawn up by our bank, and is optimised by monitoring developments on the financial markets. We keep you informed of the progress of your investments on a regular basis.