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Classic mandate

Who’s it best for?

For those looking for a specialised service they can trust to manage finding the best investment opportunities.


Investment strategy

Offers two investment alternatives:

  • Dynamic mandates
    Follow a complete investment strategy to secure a higher performance than the target markets, with the managers using a dynamic variation of investment categories, securities and themes to optimise and seize opportunities/fluctuations on the market.
    By taking care of portfolio risk and staying within the set limits for each investment category, the manager has a high degree of freedom to select individual securities, investment funds and alternative investments, while also ensuring a high level of investment diversification.

  • Focus mandates
    Follow targeted investments selected from the specific investment category.


Benefits

Dynamic diversification and variation of the weightings of the investment categories depending on market development.

Any questions about our products and services?

You can contact our call centre between 8 a.m. and 5.30 p.m. Monday to Friday on 00800 800 767 76 (calls from Switzerland are free).

Alternatively, you can use our contact request forms.


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