Discretionary mandates for a select group of clients
For clients who prefer to delegate their investment decisions, we offer a discretionary mandate solution. Our discretionary mandates are designed to meet various risk profiles, asset classes, and objectives. With this solution, your portfolio will be managed by our experienced investment managers, and your assets will be deposited with a well-recognized bank in Switzerland. We provide ongoing reporting to help you track the development of your portfolio and make informed decisions.
A discretionary mandate is a suitable solution for clients that wish to delegate their investment decisions
AllocationThe 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.
SelectionDuring the ideation and selection phase, our team evaluates various investment opportunities for each asset class.
Once potential investment opportunities are identified, they are carefully analyzed and shortlisted on a pre-approved list. This list is reviewed and updated on an ongoing basis by our investment committee to ensure that we are considering the most promising investment opportunities for our clients.
PortfolioOur portfolio construction process is based on previous steps, asset allocation, ideation, and security selection. For each asset class, identified investments are implemented into a conviction based portfolio, carefully selecting investments that are aligned with our clients' objectives and risk tolerance.
During the implementation phase, we consider factors such as diversification and risk management to construct portfolios that deliver strong returns while minimizing risk. Our goal is to provide our clients with the confidence and peace of mind they need to achieve their financial goals.
MonitoringWe monitor and rebalance the portfolio on an ongoing basis to ensure that the portfolio performance and risk level are in line with our clients' investment objectives and risk profile.
We use tactical allocation to seize short-term market opportunities while maintaining a disciplined investment approach. By regularly reviewing and adjusting the portfolio, we aim to optimize returns while managing risk and minimizing downside exposure.
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
·Trusts & Foundations