Balanced Solutions 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.
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