Portfolio Management
Build a portfolio centered around your needs
CBH Bank has developed comprehensive discretionary management solutions centred around Clients. This allows us to accompany your access into the financial markets and build and protect your wealth. Discretionary Portfolio Management means that you delegate the management of your portfolio to a dedicated team of investment professionals.
Serenity
- Cash
- Bonds
This mandate follows rigorous risk monitoring techniques with the objective to reach a predefined target protection level at maturity. It relies on an allocation mechanism that switches the invested capital between:
Core Portfolio. Invested in governmental and high quality corporate bonds and bond funds.
Satellite Portfolio. Invested in higher risk corporate bonds, funds, equities and derivative instruments to enhance the overall expected return.
Multi Assets
- Cash
- Bonds
- Equities
- Precious Metals
- Commodities
These mandates cover all major asset classes and are managed in accordance with CBH Bank’s investment strategy and in full respect of the Portfolio Management Guidelines issued by the Swiss Bankers Association.
Depending on your ability to tolerate risk, financial needs and investment objectives, you can choose between four different portfolio risk profiles.
Bespoke
- Cash
- Bonds
- Equities
- Precious Metals
- Commodities
- Alternative Investments
- Others
- Structured Products
- Private Investments
By taking into consideration the Bank’s investment strategy, we build a portfolio that is centered on and adjusted to your specific needs in terms of asset allocation, exposure, benchmark and investment universe.
Customized This mandate is intended for clients who want a totally customized portfolio and support services.
Conviction This portfolio brings together all the convictions of our dedicated investment management team while abiding by the Bank’s investment strategy.
Private Investments
From selection, commitment, and capital calls to final distributions, the mandate offers an integrated portfolio management service. It also includes cash management, as well as dedicated reporting solutions.
The value of investments can fall as well as rise and you may not receive back all of the original capital you invested.
Explore more
About Investment Management