Our investment advisory services for foundations

Do you have a treasurer or an investment committee that prefers to make its own decisions about investments, but would like advice from our specialists? Then two types of mandates are available to you, offering you different levels of support in your decisions. With the portfolio advisory mandate, you can count on our experts to give you carefully selected investment recommendations that align strategically with your portfolio. With the investment advisory mandate, you can draw on the expertise and experience of our experts for decisions on the securities level.

Portfolio advisory mandate

We are at your side, ready to provide advice

Are you interested in the financial markets and market events? Can you take the time to manage your portfolio yourself and would you like to periodically discuss investment decisions with your personal client advisor? Then you have come to the right place with our portfolio advisory mandate. We will work with you to develop your risk profile and then support you with general market assessments, tailored investment proposals and periodic reporting within the framework of your risk profile and the jointly defined investment strategy.

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Investment advisory mandate

You can count on our support

As a foundation manager, you are used to defining your investment strategy yourself and making investment decisions autonomously. You know the risks of your investment strategy and of financial instruments and make decisions about the composition of your portfolio without our support. You therefore do not need us to conduct a periodic review of your portfolio. If necessary, we will be happy to advise you on the valuation of specific securities.

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Does your foundation want to benefit from our support?
Please contact us.

Our advisory team
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