Traditional Investment Mandates

The investment strategy essentially determines the asset allocations. This is the crucial part of asset management since the distribution of assets within a portfolio determines nearly 80% of its performance.

Whereas the investment policy is being determined by our various teams of professionals, clients play a key role in determining their own level of risk. A tight collaboration is needed between the asset manager and the client in order to bring together the specific needs of the client in the short run and in the long run.

This investment strategy is implemented within four traditional Discretionary Mandates, each of them exposing clients to a different level of risk: Conservative, Yield, Balanced, Dynamic.

For further information, click on Traditional Investment Mandates

Special Investment Mandates (Thematic Mandate & Tailor Made Solutions)

For investors who are interested in alternative strategies or who have a clear idea of their portfolio structure, CBH can prepare and implement these tailored strategies.

These alternative solutions focus on specific themes or on a specific asset allocation.

These mandates and related investment portfolios can be tailored in any currencies.

For further information, click on Special Investment Mandates