Discretionary Mandates


With a discretionary mandate you authorize us to manage your assets with professionalism and strict discipline according to the agreed investment strategy.

The sustained monitoring and optimization of the asset development is given top priority. Regular portfolio and strategy discussions ensure that your changed circumstances are taken into account in the ongoing care and management of your assets.

Abrias discretionary-mandates are shaped and defined by a clear investment philosophy: value-based, disciplined, without compromises and resisting short-term trends.

First-class investment solutions are always highly individual, and therefore from the very first discussion we spend sufficient time to get to know you and your personal investment objectives to develop your unique risk profile. The information acquired and a careful analysis of your present situation gives us an important insight into how we can achieve your long-term objectives.

We work only with top depositary banks, predominantly in Switzerland, which fulfil the highest quality standards with regard to the safekeeping of the investments and the handling of securities transactions.

We inspire lasting confidence by placing our customers at the heart of our ethos and business and by acting in their exclusive interest. Abrias explicitly forgoes any reimbursement from banks. Thus we ensure professional, independent and cost-efficient discretionary mandates for our customers.

We perform our professional services on an independent and objective basis. This establishes firm foundations for a successful and lasting collaboration.