The Bank with a Soul

Discretionary mandates

With a discretionary investment mandate, you specify the strategy and the risk with which your portfolio will be invested. After that, you leave the disciplined and careful implementation and daily monitoring to our experienced investment specialists.

MBaer Indexing

A broadly diversified investment mandate, implemented with inexpensive, transparent passive index funds.

This strategy includes all major asset classes (liquidity, bonds, equities and alternative investments), regions and currencies.

Strategies

Conservative, Balanced, Dynamic

Currencies

CHF / EUR / USD

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MBaer Active Indexing

Based on the MBaer Indexing mandate, this strategy is enriched with interesting growth topics in the equity area.

This strategy includes all major asset classes (liquidity, bonds, equities and alternative investments), regions and currencies.

Strategies

Conservative, Balanced, Dynamic

Currencies

CHF / EUR / USD

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MBaer Compounding

Building on the MBaer indexing mandate, this strategy increasingly uses investments in alternative investments with the aim of additionally optimizing the risk/return ratio.

This strategy includes all major asset classes (liquidity, bonds, equities and alternative investments), regions and currencies.

Strategies

Conservative, Balanced, Dynamic

Currencies

CHF / EUR / USD

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MBaer Swiss Dividends

A classic investment mandate with Swiss individual stocks. In the selection of stocks, the focus is on the quality of the companies and a regular, attractive dividend.

This strategy only includes investments in Swiss stocks and liquidity. No collective investments are used in this strategy.

Strategy

Dynamic (only Equity and Cash)

Currency

CHF

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