Management mandate in bonds, shares, or balanced
Asset management mandates
CIM Banque offers fully customizable mandates.
Every client is unique
Available in USD, EUR, GBP, and CHF
Invest in funds authorized in Switzerland
Fully customizable management madates
Bonds mandate
The bond management mandate lets you invest in the bonds market by choosing the reference currency of your mandate, the maximum maturity of the bonds in your portfolio, and their minimum rating.
Equity mandate
The equity mandate lets you invest in equity markets through shares and equity funds.
Balanced mandate
The balanced mandate lets you invest a part of your capital in shares and the remaining balance in bonds. You can choose the reference currency of your mandate, the shares percentage, the bonds' maximum maturity, and their minimum rating.
Conditions
All our management mandates let you invest in funds authorized in Switzerland.
- Management mandates available in USD, EUR, GBP, and CHF
- Investment from a minimum of 100’000 CHF or equivalent
Disclaimer
The client should be aware of the risks associated with stock market investments and bond investments.
All bond investments entail the risk of default of the issuers of the bonds'. Other risks are the increase of the market interest rates that can penalize the market bond price, especially the long-term bonds (over six years).
Another risk is the downgrade of the issuers made by the rating agencies, decreasing the bond market price.