Discretionary mandate or advisory mandate

The client can choose to give a discretionary mandate to swisspartners who will thereupon manage his assets in accordance with both his investment profile and his currency of reference.

The portfolio is reviewed regularly by both parties; the client can amend his profile at any time maybe due to a change in personal circumstances, or to a change in economic conditions.

The client could also choose an advisory mandate if he prefers, as this enables him to participate more actively in the investment decision making through more frequent contact with his financial manager.

swisspartners can also provide him with a consolidated statement of all of his assets whatever they consist of (including property, privately-owned company shares, objects of art, etc.) and wherever they are located.

Optimizing taxation advantages to maximize investment results over the longer-term.

In order to achieve this objective it is most important to choose the right investment products.

When needed, this can be discussed with an appropriate tax adviser.