Asset management

You want to have your assets invested professionally without having to invest a lot of time yourself. With an asset management mandate, you can delegate the day-to-day investment decisions to us after we have analysed your investment objectives with you and agreed a suitable strategy.

In the Direct asset management mandate, we select the portfolio positions according to our process, which takes equal account of financial, ethical and entrepreneurial criteria.

Characteristics

• Selection of individual securities using the Invethos Select approach
• Individual exclusions possible
• Sustainability through an integrated view (financial and sustainability data) and partnership with the Ethos Engagement Pool
• Regular rebalancing and review of tactical positioning

Terms and conditions

• Minimum investment volume CHF 500,000
• Flat fee for the management of your investments, scaled according to the amount invested
• Discounted bank fees: Benefit from our discounts agreed with the banks.

Services included

• Management by INVETHOS
• Commitment by Ethos
• Ongoing monitoring
• Tactics and rebalancing
• Annual report

Our proven investment strategies - implemented with selected funds that combine high quality and low costs with a credible sustainability approach (ESG). An intelligent way to implement the desired investment strategy - from as little as CHF 50,000!

Characteristics

• Preference for passive investment style: we rely on passive components, which we nevertheless actively weight in accordance with the Invethos market view.
• Sustainability through ESG integration: all investments implement a sustainability approach.
• Regular rebalancing and review of tactical positioning

Terms and conditions

• Minimum investment volume CHF 50,000
• Flat fee for the management of your investments, scaled according to the amount invested
• Additional costs: Product costs (use of favourable passive modules)
• Discounted bank fees: Benefit from our discounts agreed with the banks.

Services included

• Management by INVETHOS
• Selection of investments, integration of ESG criteria
• Ongoing monitoring
• Tactics and rebalancing
• Annual report

Not all needs can be pigeonholed! Whether you want a completely individual strategy or a fully customised selection of securities, or whether your institution has investment regulations with specific guidelines - we implement your ideas in an individual mandate.

You want to invest your assets with expert advice, but make the investment decisions yourself. In addition to traditional equities, bonds or money market investments, investments can also be made in property, precious metals, impact investments or private investments. In our proposals, we take into account your preferences in terms of return and risk, liquidity and time horizon as well as your thematic interests and values.

We have a digital platform that enables us to consolidate your assets. We can include both bank assets and other private assets in the consolidation. With interfaces to banks and providers of financial data, we ensure that the consolidation is updated daily.

With the monitoring mandate, we monitor the asset management of other financial intermediaries. We ensure that the investment strategy is implemented, that no overpriced products are used and that transactions are settled correctly and in the client's favour. A performance comparison measures the performance of the financial intermediaries in comparison to a benchmark and to competitors. The monitoring mandate can be combined with an ESG sustainability report.