We offer discretionary portfolio management mandates to our investors. It gives you full access to our expertise and the experience of seasoned professionals dedicated to meeting your expectations.
Simple and effective discretionary portfolio management
Performance is our goal and
your satisfaction is our priority.
Understanding your exact needs, your personal situation and your investment preferences are necessary steps to enable us to precisely define your investment profile and build the right portfolio.
Our commitment to you is total and our service fully tailored to your needs.
Mandate relevance and specificity
Our wealth experts advise you on the best choices. We offer five different management profiles that weight expected performance and potentials risks based on your personal expectations.
Beyond performance,
the best portfolio is one that meets your expectations
We take into consideration the investment constraints and parameters you want to implement. We're flexible and responsive when it comes to monetary, geographical, sectoral or other constraints related to asset classes or ethical criteria.
The results are there. You win by putting your trust in us.
Tailored pricing
We offer two pricing schemes to accommodate your preferences.
TRADITIONAL Management Fee
This is an annual 0.9% fee of total Assets under Management
Minimum charge of CHF 225.- /quarter
PERFORMANCE Fee *
This pricing consists of two separate parts:
- Management Fee of 0.45% per annum of toal Assets under Management
- A performance fee of 15% of the outperformance above the 6 month LIBOR rate
- Minimum charge of CHF 225.- /quarter
* The performance-based fee option is only available to “qualified clients” per the Adviser Act