Discretionary Investment Mandates
Discretionary investment mandates reflect the client; the mandate must be tailored to the client, not the other way around. At Kaeberg, we offer tailored solutions covering a wide spectrum of needs, from tax optimisation and income generation to strategies invested in Switzerland and globally.
Our discretionary investment mandates
01, Classic mandate
Classic mandates replicate the Kaeberg investment policy, investing your portfolio in line with our long-term strategy and convictions , while seizing short-term market opportunities as they arise.
02, Bespoke mandate
Whether you want to benefit from our Swiss market expertise, lock in stable income streams, or take advantage of actively managed direct investments, we 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.
How we work
01
Adjusting exposure to risky assets alongside changes in the nature of risk within the portfolio.
02
We explain the reasoning behind every decision so you fully understand the choices made in managing your portfolio.
03
Mandates covering tax optimisation, income generation, Swiss and global strategies, shaped to your profile.
04
High-performance investment strategies designed to maximise returns relative to the risk you are willing to bear.
Our customised solution
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, not just at review time, but whenever markets or your situation demands it.
Your questions
Every Kaeberg relationship starts with a private conversation , unhurried, confidential, without obligation.
