Balanced Solutions Institutional and Ultra High Net Worth Mandates

Institutional and Ultra High Net Worth Mandates

For institutional clients and ultra high net worth individuals (UHNWIs), we offer fully tailor-made portfolio management solutions. Depending on the size of your portfolio, different levels of customization are available.

Institutional and ultra high net worth mandates

Different investment styles for different needs

You can choose between benchmark-oriented and risk-limit-oriented strategies.

We offer the following solutions with a special focus:

  • Traditional Active Mandate
  • Tactical Focus Mandate 
  • Close-to-the-Benchmark Mandate
  • Target Volatility Mandate
  • Risk Overlay Mandate
  • Maximum Drawdown Mandate