Investing
Portfolio Management Mandates
As part of the management solutions, we manage your portfolio in a comprehensive manner based on the mutually agreed investment strategy and the current market assessment. No need for you to worry about anything.
With the “Primo” mandate, we offer broadly diversified, optimised investment solutions even for relatively small investment volumes. Within the scope of our “Mondo” mandates, you benefit further from our single stock expertise. Our “Unico” mandates allow you to tailor your portfolio even more closely to your specific needs. All investment solutions are available in CHF, EUR and USD.
In addition, with the “Helvetica” mandate we have a single stock mandate with Swiss equities, in which we draw on our comprehensive expertise in the analysis of Swiss companies.
Do you like it even more dynamic? The “Dynamico” mandate gives you the opportunity to benefit from additional sources of return such as volatility, trends and themes.
We would be delighted to develop the perfect management solution that suits you best.
Portfolio management solutions
Our portfolio management – your investment solution
We work with you to define a suitable investment strategy based on your return expectations, risk tolerance and risk capacity. We then implement that strategy in accordance with the type of mandate selected.
Primo
With this type of mandate, the strategy is implemented exclusively through collective investment vehicles such as investment funds and ETFs. This provides a high level of risk diversification – even with small investment amounts.
Mondo
In selected markets, this type of mandate also incorporates direct investments with the aim of generating additional value based on individual stock selection.
Unico
With this type of mandate, we can also consider more detailed specifications – such as at strategy level. The mandate can be structured fully in accordance with your requirements.
Learn more
Investment Brochure (pdf)
Telephone +41 44 205 11 11
info@pbihag.ch
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