Discretionary Portfolio Management

With care and consideration – that’s how your team of portfolio managers construct and monitor your portfolio, in line with your investment and risk parameters.

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A bespoke and active investment management offering

Typical goals for investing include:

Discretionary mandates are generally created with a horizon of at least 3 to 5 years. Depending on your requirements, investments can be carried out on the Swiss and international markets across several asset classes, namely: