The process starts by deciding the appropriate risk profile of the client based on the clients goals and constraints such as return expectations, risk tolerance, time horizon and liquidity needs. The information helps to determine the appropriate asset allocation mix, from equity, fixed income, to commodities, hedge funds and other alternative investments.
Once the asset classes have been identified, the next step is to determine the target allocation for each asset class based on the clients goals and constraints.
Discretionary mandate
We offer discretionary mandates exclusively to a select group of clients. This investment management solution allows us to offer portfolios that meet the unique needs and objectives of each individual client. Our experienced investment managers work closely with our clients to understand their specific goals and risk tolerance, and create portfolios that are designed to achieve those objectives.
We understand that the protection of our clients' assets is of utmost importance. To this end, we work with top-tier banks in Switzerland to securely hold our clients' assets. This provides a solid foundation for our clients, as their assets are protected by a reputable institution and managed by our experienced team at Thematica.
As our client, you will have a dedicated point of contact for all inquiries, streamlining communication and ensuring a smooth and personalized experience. Our clients typically fall into one of the following categories:
·High Net Worth Families
·Entrepreneurs
·Institutions
·Trusts & Foundations
Seamless wealth management
At Thematica, we understand that managing significant wealth requires more than investment expertise alone. Through our network of trusted partners, we support high net worth families, entrepreneurs, institutions, trusts, and foundations in addressing complex needs such as international structuring, legal advisory, tax planning, and succession strategies.
Whether you are expanding internationally, navigating cross-border regulations, or planning for future generations, our collaborative approach ensures seamless access to best-in-class professionals in every relevant field. By serving as your central point of contact, we provide a holistic service model that allows you to focus on your ambitions, knowing your wealth is expertly structured and protected for the long term.
