What Is the Minimum Investment Amount for Discretionary Asset Management at BENDURA BANK AG?

What Is the Minimum Investment Amount for Discretionary Asset Management at BENDURA BANK AG?

The minimum investment amount for discretionary asset management at BENDURA BANK AG is CHF 500,000. This threshold is deliberately defined to ensure that the bank can consistently deliver its standard of professional, individual, and high-quality client service.

Why Is There a Minimum Investment Amount?

Im Boutique‑Private‑Banking geht es nicht um standardisierte Massenlösungen, sondern um massgeschneiderte Boutique private banking is not about standardised, mass-market solutions, but about tailor-made wealth strategies. This level of service requires:

  • Personal advisory at decision-making level,
  • Individual portfolio construction,
  • Ongoing risk management,
  • Structured alignment with clients’ goals and needs.

Only above a certain asset level can this depth and quality of service be meaningfully implemented. The minimum investment amount of CHF 500,000 therefore forms the foundation of BENDURA BANK AG’s advisory approach.

Focus on Quality and Depth of Service

BENDURA BANK AG deliberately works with clients who:

  • Seek professional discretionary asset management,
  • Expect individual solutions,
  • Take a long-term perspective,
  • Value personal relationships and continuity.

From the defined minimum investment amount onwards, the bank can ensure that:

  • Portfolios are appropriately diversified,
  • Risks are managed in a sensible and disciplined manner,
  • Strategic and tactical investment decisions are made on a sound basis.

This prerequisite is essential to consistently deliver the quality promised to clients.

Boutique Private Banking Instead of Standard Models

The minimum investment amount is not an exclusionary criterion, but a clear expression of the bank’s positioning. As a boutique private bank, BENDURA BANK AG deliberately chooses:

  • Fewer clients,
  • More time per client,
  • Greater responsibility,
  • Deeper, long-term relationships.

This approach fundamentally distinguishes boutique private banking from volume-driven models and enables genuine partnerships on an equal footing.

Transparency from the Outset

Clear communication of the minimum investment amount creates transparency from the very beginning. Prospective clients know early on:

  • Whether the offering matches their situation,
  • What level of service they can expect,
  • Which philosophy the bank follows.

This openness is part of BENDURA BANK AG’s self-understanding and contributes to a sustainable and well-aligned client base.

Conclusion

The minimum investment amount of CHF 500,000 for discretionary asset management at BENDURA BANK AG is a deliberate choice. It ensures that the bank can fulfil its commitment to individual, professional, and high-quality client service.

Rather than growth at any cost, the focus is on quality, depth, and long-term relationships.

Explained in the video by Thomas Ludescher

Chief Customer Officer, BENDURA BANK AG

Function

Thomas Ludescher is the Chief Customer Officer (CCO) of BENDURA BANK AG, a fully licensed boutique private bank headquartered in Gamprin-Bendern, Principality of Liechtenstein. In this role, he is responsible for the bank’s Wealth Management, Trading & Treasury, and Relationship Management activities for the domestic markets. He also initiates and oversees strategic developments within the front-office divisions and helps shape the bank’s positioning in the international boutique private banking sector.

Key Topics & Expertise

  • Wealth management and individualized, tailor-made investment strategies
  • Trading & Treasury
  • Relationship management with international clients and institutional partners
  • Strategic bank development and innovation initiatives