Asset management mandates for private clients 

Asset management mandates enable our clients to benefit from the in-depth knowledge and experience of our investment experts. In today’s investment environment, mere access to information is no longer the key to success. We provide professional synthesis and interpretation of that information.

Portfolio managers constantly monitor the market and adapt asset management mandates to political and economic developments as they occur. Astute diversification ensures the implementation of each client’s chosen risk/return profile.

Regardless of the investment alternative chosen, a personal investment advisor is assigned as a primary contact for every client.

We offer four strategies in three currencies:
Falcon Fixed Income Strategy invests solely in bonds and bond investment funds, Falcon Conservative Strategy invests principally in fixed-income instruments, Falcon Balanced Strategy pursues a balanced approach and Falcon Growth Strategy invests principally in equity instruments. Generally speaking, the higher the equity allocation, the longer the recommended minimum investment horizon.

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Asset management mandates are available in four clearly defined strategies and three currencies (CHF, EUR & USD), covering a broad spectrum of investments.
Strategy overview

For larger mandates we offer tailored investment strategies.
Individual asset management mandates