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%