Asset Management Mandates

General mandates

These are balanced mandates that cover traditional and alternative asset classes, providing you with personalised management in line with your own investment criteria.

Special mandates

Would you like to invest in a particular segment? We will be glad to build for you a solution comprising specific investments, e.g.:

· Equities

§ Active management:  The objective is to exploit market inefficiencies as shrewdly as possible. Based on value analysis we select shares of first-rate companies across a diversified range of sectors.

§ Semi-active management:  In this approach we separate your equity holdings into two sections, one that replicates a benchmark and one containing a pick of shares based on our convictions.

§ Passive management:  Here we track the benchmark of your choice using a combination of exchange-traded funds (ETFs).

 · Fixed income 

In line with your prescribed currency weightings, we allocate your bond holdings across the capital market segments. Performance is generated by choosing top-quality borrowers and by reading the trend of the yield curve.

 · Investment funds

Meticulous screening enables us to pick investment funds that tone with our overall strategy. We can also provide theme mandates, for example composed of indirect real estate holdings, to round out your investment portfolio.