Traditional mandates

CBH provides you with a diversified range of traditional management mandates covering all major asset classes using conventional investment tools, in accordance with the wealth management mandates directives set out by the SBA.

Depending on your risk appetite, you can choose from four investment profiles. You also have the possibility to change your portfolio at any time to respond to changes in your situation.

The four investment profiles offered by CBH aim to match your investment objectives, risk appetite and capital requirements.

All our mandates are available in the three major currencies, i.e. US Dollar, Euro, and Swiss Franc.

Dynamic : This profile is for clients seeking capital growth with a long-term investment horizon. This implies high exposure to financial markets, mainly equity markets. Exposure to currency movements and some allocation to commodities and/or other alternative instruments is also possible. The minimum recommended investment horizon is five years.

Balanced :This profile corresponds to clients seeking capital growth with broad asset diversification and a medium- to long-term investment horizon. This implies high exposure to equities and fixed-income instruments, with some exposure to currencies, commodities and alternative instruments in order to improve the risk/return ratio. The minimum recommended investment horizon is four years.

Income :This profile is for clients seeking capital growth with a medium-term investment horizon. This implies high exposure to fixed-income instruments with moderate exposure to fluctuations in equity and currency markets. This mandate can also take an exposure to commodities and other alternative instruments in order to improve the risk/return ratio. The minimum recommended investment horizon is three years.

Conservative :This profile is for clients seeking capital growth with a short- to medium-term investment horizon. This implies exposure primarily to fixed-income and cash instruments. This mandate may also take an exposure to alternative instruments in order to optimize the total return. The minimum recommended investment horizon is three years.