Discretionary Mandates

When you choose an investment mandate, you delegate the management of your portfolio to professionals and gain access to the investment policy devised by the Bank.

As such, you fully benefit from our financial expertise while keeping a full overview of your portfolio and our investment themes within the legal framework set out by the Swiss Bankers Association (SBA).

Our range of mandates comprises traditional diversified management across all asset classes, mandates with a specific management approach and customised mandates to best respond to your requirements and demands.