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Mandates with a management power of attorney
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An asset management instruction or mandate offers you pro-fessional management of your assets in accordance with your vision and objectives. The mandate is carried out by a pro-fessional portfolio manager at our bank.
In a personal discussion, we determine an investment strategy and the appropriate instruments which are attuned to your pre-ferences and willingness to take on risk.
Thanks to a modular investment strategy, you can choose between direct investments (shares, bonds), investment funds and structured products as well as combinations of those different investment instruments.
In the case of investment funds and structured products, our bank - in co-operation with independent research partners - selects the best providers on the basis of a suitable catalogue of criteria.
Thanks to co-operation with qualified specialists, investments can also be made via our bank in Hedge Funds and Private Equity. Within the framework of the strategy which we have defined with you, your portfolio is constantly attuned to the investment policy we have formulated under continual observation of developments on the financial markets. At agreed intervals, we keep you in-formed as to how the investments are developing.
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