Wealth Management at BENDURA BANK
Wealth Management represents the core business of BENDURA BANK, learn more about it here.
The successful investment of assets is a major challenge in today’s rapidly evolving financial markets. Our clients benefit from BENDURA BANK’s extensive expertise and a wide range of investment services. Wealth management is our core business.
We construct optimal investment strategies with the dual goals of inflation protection and growth of capital.
Our clients choose between a discretionary or advisory mandate.
DISCRETIONARY MANDATES
A discretionary mandate means that you delegate investment decisions to the bank and benefit from our extensive experience and expertise. Before you hand over the reins to our investment experts, your BENDURA BANK AG advisor will help you define the best strategy and profile to match your return expectations, risk tolerance and investment horizon.
After defining the strategy and details of the mandate, our portfolio managers take over the work for you. In fact, with a discretionary mandate, the day-to-day investment decisions are left to BENDURA BANK AG’s team of experts while the clients are relieved of all administrative tasks.
ADVISORY MANDATES
Experience demonstrates that some clients, with both the time and necessary expertise, want to be actively involved in managing their investments. These customers use their bank as a sparring partner to challenge and complement their ideas and perceptions.
Our clients can choose between two products, the BENDURA Advisory Consult Mandate, advised by the Relationship Manager, and the BENDURA Advisory Expert Mandate where our experts provide additional support.