Delegate complexity, reclaim your time.

    Discretionary Portfolio Management

    Entrust your portfolio to our experienced investment team. With discretionary management, we actively manage your investments within agreed parameters, making timely decisions to optimise returns and manage risks on your behalf.

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    Is This Solution Right for You?

    Ideal For

    • •Busy professionals seeking expert management
    • •Those who prefer to delegate investment decisions
    • •Investors wanting active portfolio management
    • •Portfolio values from CHF 1M+

    Investment Range

    CHF 1M+

    Typical minimum to maximize benefits

    Time Horizon

    3+ years

    Recommended investment period

    Expected Outcome

    Professional active management with timely tactical adjustments and ongoing optimization

    Ready to delegate to proven experts?

    Benefit from a robust investment process combining active management, independence, and responsiveness to global market fluctuations.

    • Active portfolio management
    • Timely tactical adjustments
    • Continuous risk monitoring
    • Consolidated reporting & transparency
    Ricardo Castillo
    "Successful investing requires expertise, discipline, and the time to act decisively."

    Ricardo Castillo

    Head of Investments

    Why Choose Our Approach

    What sets our solution apart in the market

    Proven Track Record

    15+ years managing discretionary mandates through multiple market cycles

    Active Risk Management

    Real-time monitoring and tactical adjustments to protect and grow capital

    Customized Mandates

    Tailored investment guidelines that reflect your unique situation and preferences

    What's Included

    Every wealth management mandate includes these comprehensive services

    Portfolio Management

    Active management of your investment portfolio with regular rebalancing

    Wealth Planning

    Comprehensive financial planning tailored to your life goals

    Tax Optimization

    Strategic tax planning to maximize your wealth preservation

    Estate & Succession Planning

    Secure wealth transfer to future generations

    Retirement Planning

    Pillar optimization and pension strategy

    Dedicated Relationship Manager

    Personal advisor available for consultations

    Laurence Fogal
    Pascal Meilland
    Lead advisor

    Your Dedicated Advisory Team

    Get personalized guidance from our experienced wealth advisors who understand your unique needs.

    Ready to discuss your goals?

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    How We Work

    At your service, a specialized team and cutting-edge digital tools

    Relationship Manager

    Your primary contact for all banking needs

    Wealth Planner

    Expert in wealth planning and advice

    Portfolio Manager

    Investment specialist managing your assets

    Investment Advisor

    Provides tailored investment recommendations

    700+ Professionals

    Our Group at your service, in Switzerland and beyond

    Our Investment Process

    Our proven process ensures comprehensive solutions tailored to your situation

    1

    Define Investment Mandate

    Establish risk parameters, return objectives, and investment guidelines together

    2

    Portfolio Construction

    Build diversified portfolio aligned with your mandate and risk profile

    3

    Active Management

    Ongoing tactical adjustments, rebalancing, and opportunity capture

    4

    Performance Reporting

    Quarterly reviews with full transparency and strategy updates

    Compare Solutions

    Understanding the differences helps you choose the right approach

    Feature

    Discretionary

    Advisory

    Decision Making

    Manager executes
    Client decides

    Speed of Action

    Immediate execution
    Requires approval

    Time Commitment

    Minimal
    Active involvement

    If you prefer staying involved in decisions, our advisory service may be more suitable.

    Quick Suitability Check

    Good Fit If You:

    • You want professional management without daily involvement
    • You trust our team to make timely tactical decisions
    • You value active risk management and opportunity capture
    • Your portfolio is CHF 1M or above

    May Not Be Ideal If:

    • You prefer making all investment decisions yourself
    • You want to approve every trade before execution
    • Portfolio is under CHF 1M
    • You prefer purely passive index strategies

    Not sure? Let's discuss your specific situation.

    Whether you're in high-growth mode or planning your exit strategy, our specialized solutions can help secure your personal legacy and fuel business success.