Our advisory philosophy
Our goal is to
make your life
We stand by you as a reliable partner with the aim of helping you safeguard and grow your assets. We know that we have to earn your trust every single day. That’s why we listen to you carefully and take the time to understand your needs and develop the right solutions for you. As an independent private bank, we advise you without any conflicts of interest.
Fostering long-term relationships of trust with our clients is essential to us. Doing so helps us understand your life situation and identify any present and future requirements ahead of time. With our holistic approach, we ensure that your financial situation, goals and values are optimally taken into account. In this way, partnerships with clients often turn into friendships – sometimes spanning generations.
Overview of the mandates
Rahn+Bodmer Co. offers four different mandates with varying structures. Choose the solution that best suits you in terms of your involvement, financial knowledge and available time. Our client advisors can help you make the right choice.
Asset management mandate
The right mandate for investors who wish to invest their assets responsibly and with foresight, but without having to devote precious time to the process. With this option, you benefit fully from our many years of experience, breadth of expertise and comprehensive support. –> To the asset management mandate
Portfolio advisory mandate
Are you interested in the financial markets and market events? Can you take the time to manage your portfolio yourself and would you like to periodically discuss investment decisions with your personal client advisor? Then our portfolio advisory mandate is right for you. –> To the portfolio advisory mandate
Investment advisory mandate
As an investor, you are used to defining your own investment strategy and making investment decisions on your own. With this option, you know the risks of your investment strategy and of financial instruments and make decisions about the composition of your portfolio without our support. We will be happy to support you with an assessment of specific investment ideas. –> To the investment advisory mandate
The ideal mandate for investors who do not require advisory services but wish to have their assets held in professional safe custody and their orders executed to the highest standards. –> To the execution-only mandate