Discretionary investment mandates
Investments
At Bonhôte Bank, we believe that every client is UNIQUE.
Discretionary investment mandates reflect the client; the mandate must be tailored to the client, not the other way around.
That is why we offer tailored solutions through a range of mandates covering a wide spectrum of needs, such as tax optimization, income generation, or strategies invested exclusively in Switzerland.
Our dynamic management combines the adjustment of exposure to risky assets with changes in the nature of risk within the portfolio.
At the heart of our approach is a relationship of trust based on transparent dialogue. We attach particular importance to explaining the reasoning behind our decisions so that each client fully understands the choices made in the management of their portfolio.
Contact us
Convinced that every relationship is UNIQUE, we carefully craft individualised solutions.
We invite you to schedule an appointment with our experts using the form below.
By signing a discretionary investment agreement, you hand over the management of your investments to us. Our team of experts designs and implements innovative, high-performance investment strategies to maximise risk-adjusted returns and ensure that you achieve your objectives.
Our discretionary investment mandates
Your wealth profile is UNIQUE. So are your financial needs. We offer an extensive range and solutions tailored to your objectives, risk tolerance, investment horizon and sustainability preferences.
Classic investment mandate
Classic mandates replicate the in-house investment policy, investing your portfolio in line with our long-term strategy and convictions for seizing short-term market opportunities.
Bespoke mandates
Whether you want to benefit from our Swiss market expertise, lock in stable and predictable income streams, or take advantage of actively managed direct investments, we can tailor a bespoke mandate to you. And because socially responsible investing is at the heart of what we do, we offer solutions that deliver a positive social and environmental impact alongside a solid financial return.
Our customised solution
We’ve been managing people’s wealth for over two centuries, giving us a proven track record in nurturing and increasing the value of assets. We design flexible investment strategies suited to your personal circumstances. As a private bank, our experts are always close at hand to answer your questions and respond to your needs.
Subscribe to our publications
We regularly publish several publications, including a weekly “Flash bouriser,” a quarterly “Analyse,” and “Market Outlook.”
Sign up using the button below to receive our experts' analyses by email and stay informed about economic news.
Your questions
Classic
Navigating the vast world of investments can be complex. When you choose our Classic Discretionary Mandate, you entrust your assets to a team of dedicated managers. Your portfolio will be aligned with our investment strategy, then tailored to meet your financial goals.
Impact
Our Impact investment mandate aims to generate a measurable positive social and environmental impact in addition to an attractive financial return. It does this by investing in themes aligned with the UN Sustainable Development Goals (SDGs).
Pension
This mandate gives you the opportunity to invest your vested benefits in accordance with your own specifications, free of wealth and income tax. We manage your pension assets in line with the investment requirements of the Ordinance on Occupational Retirement, Survivors’ and Disability Pension Plans (BVV2). Our aim is to achieve returns that are significantly more attractive than those of a vested benefits account.
Distribution
Our Distribution investment mandate offers a stable and predictable income stream in the form of regular dividends and coupons. We target companies with long histories of consistently strong dividends and capital appreciation potential.
Suisse
The Swiss equity market is known for its resilience. Its defensive nature offers significant advantages in times of market turbulence. Swiss companies are also renowned for regularly paying strong dividends, which enhances portfolio stability. And by investing in Swiss francs, currency risk and hedging costs are no longer an issue.
Select
The Select investment mandate is designed for investors seeking an active, efficient strategy implemented mainly through direct investments. It is ideal for investors with large initial sums to invest as it provides for ample portfolio diversification.
