Investment Advice

With the BENDURA investment advice mandate, we guide you to help you be even more successful.

Experience has shown that some customers who have the necessary time and know-how prefer to handle their investments for themselves. They need the bank primarily to engage in exchanging ideas. For these customers we offer our advice mandates.

Investment Advice

Our role is to challenge and support our customers as a sparring partner by analysing their ideas critically and integrating them into the portfolio context.

Your benefits

  • BENDURA advisors speak the languages of our customers
  • We understand the unique circumstances in each region
  • Our team is directly connected to leading experts around the globe
  • You receive proactive investment proposals tailored to you
  • Together we optimise your ability to exploit market opportunities

 

Minimum amount

BENDURA BANK AG offers advice mandates starting from CHF 300,000 or equivalent.
 

Advisory Models & Pricing

Based on your requirements and needs, we offer two models:

Advisory MandateInvestment AdviceAdvisory Fee
Advisory ConsultCustomer advisor0.35%
Advisory ExpertCustomer advisor and expert team0.50%

 

ESG-conformant Investment Advice

BENDURA BANK AG has placed a high value on matters of sustainability since its founding. A sustainable approach to managing our business is part of our DNA, and this principle is reflected in the high share of equity our senior management holds in the company. Because we live and breathe our values every single day, we have documented them in the form of a Code of Conduct. Sustainability and environmental aspects are among the highest values there. Further, BENDURA BANK AG offers its own ESG-conformant investment advice mandate.