You want to protect and grow your assets? As Zurich’s oldest private bank, we help you do that. For over 260 years, our business has been focused on performance in the long run for
our clients. We provide independent advice with no conflicts of interest.
The client advisors at Rahn+Bodmer Co. are experts with extensive experience in providing investment advisory services and wealth management. They will be happy to answer all your questions.
Feel free to call or send us an e-mail.
Next, we analyse your financial situation, looking at existing assets and liabilities. We also calculate regular income and expenditure. The aim is to see the full picture of your financial situation, so as to be able to define investment volumes and time horizons clearly.
In order to establish your personal risk profile, we evaluate with you your risk tolerance and risk capacity.
Risk tolerance reflects your personal attitude towards risk and return. If you expect higher returns, you must be willing to accept higher levels of risk. Risk capacity depends on the level of financial risk that is compatible with your lifestyle, income and assets.
This phase is dedicated to developing an investment strategy to suit your needs. To do this, we consider all the information about your requirements and your personal financial situation together with the resultant risk profile.
How the investment strategy is put into practice depends on how much you personally would like to be involved in the decision-making process. If you delegate the investment decisions to us, we will select suitable financial instruments from the full range of asset classes. We are careful to ensure that the portfolio composition reflects the investment strategy that we have chosen with you. Whether you give us an asset management mandate or decide to manage your investments yourself, you can rely on us to provide top-quality expertise and execution. As Rahn+Bodmer Co. does not sell any investment products, you benefit from independent advice about which products to buy.
Once your chosen strategy has been implemented, we monitor your portfolio regularly. You specify the report frequency and content.
In order to ensure that the investment strategy matches your requirements at all times, we recommend reviewing the advisory process as and when necessary. Changes in value may mean that your portfolio is no longer consistent with the agreed strategy, for example. Personal decisions, such as early retirement, succession planning, housing (property) or inheritance issues can also trigger a reassessment of your financial needs and objectives. We are always happy to explain the options available for effective tax planning. Various different investment and pension instruments can be used to reduce your tax burden. The money that you save can then be used to boost asset growth.
| Advisory Mandate |
Advisory-Plus Mandate |
Discretionary Account Management Mandate |
| Compare mandates | ||
Advisory Mandate is the right choice if you want tailored independent advice from our experts.
You retain full autonomy over your investments and portfolio at all times. You are responsible for building and monitoring your portfolio. Together, we will analyse and discuss the appropriate investment strategy for you. You decide when you want to consult with your personal client advisor. Our investment recommendations are always available for you to use.
Advisory-Plus Mandate is the right mandate for you if you are looking for independent investment advice and regular investment recommendations.
You are an active investor and take your investment decisions independently. Together, we will analyse and discuss the appropriate investment strategy for you. You may contact your personal client advisor directly whenever you need to. We monitor the investment and financial markets and make proactive investment recommendations to you. We regularly review your portfolio and the quality of your investments.
Discretionary Account Management Mandate is the right mandate for you if you do not want to spend your valuable time managing your assets.
You have clear investment goals or want regular investment reviews with your personal client advisor. We will analyse and address the right investment strategy for you and execute it professionally. We work independently of product providers and are free to choose investments using the best-in-class approach. We actively adapt your portfolio to current market conditions.
| Advisory Mandate |
Advisory-Plus Mandate |
Discretionary Account Management Mandate | |
| Investment and custody account management including standard administrative tasks (redemptions, interest receipts and dividend payments, splits, name changes) Advisory Mandate
 Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Trading and processing all standard stock exchange transactions, currency and precious metals transactions, money market funds and fiduciary time deposits Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| E-banking service for detailed information about your portfolio and all transactions and movements Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Account management and other services including worldwide payments, credit cards, Maestro Card and Travel Cash Card Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| General market outlook Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Information about financial investments – fact sheets, term sheets, product information Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Personalised investment advice on specific securities Advisory Mandate
 Advisory-Plus
Mandate
|
|
|
|
| Investment ideas Advisory Mandate
Advisory-Plus
Mandate
|
|
|
|
| Proactive monitoring and reinvestment suggestions on redemption or maturity Advisory Mandate
Advisory-Plus
Mandate
|
|
|
|
| Investment proposals Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Active monitoring of individual investments Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Active portfolio and strategy monitoring Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Personalised asset management Discretionary Account Management Mandate
|
|
||
| Cash management Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Portfolio review and analysis Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
| Research and opinions produced by our financial analysts Advisory Mandate
Advisory-Plus
Mandate
Discretionary Account Management Mandate
|
|
|
|
Scope of mandate Additional services on request
By preparing for your life after retirement early on, you will be able to maintain your usual standard of living without financial worries. Rising life expectancy makes planning all the more important. In the next few years, you will make decisions that will have a major impact on your financial situation. Some of those decisions will be irreversible. You should also investigate succession planning options. We can establish individual arrangements that reflect your personal wishes. It is only by actively using the options available that you can benefit from them. As Zurich’s oldest private bank, Rahn+Bodmer Co. will be happy to help you make these important financial decisions today.
Experts at Rahn+Bodmer Co. will highlight any potential pension shortfalls and will work with you to design practical solutions to correct those shortfalls wherever possible. They will also assess whether early retirement or part-time work would be financially viable in the long term. Our professional experts will undertake a comprehensive review of your income, expenditure, projected asset growth and pension entitlements. Our experts will produce personalised documentation showing the potential consequences of various different scenarios. You will receive a personalised action plan to complement your financial plan.
We do not just want to preserve your assets: we also want to ensure that they are passed on in accordance with your wishes. You and your family are the determining factor here. It is never too early to plan the future of your wealth. Current legislation allows you some leeway to express your personal wishes in property and inheritance arrangements. Inaction often has unintended results and far-reaching consequences. If you plan ahead for wealth succession you might also be able to avoid unnecessary taxation. Our inheritance advisors work with you to define a long-term succession plan. The experts will review the matrimonial property and inheritance law implications and produce all the necessary documents in accordance with formal and legal requirements. The best succession planning is based on a long-term financial strategy.
The Swiss tax systems are complex and vary considerably. All investment advice, asset management, retirement advice, financial planning and wealth succession planning therefore require an in-depth understanding of tax law. The Rahn+Bodmer Co. tax advisors will identify solutions that are appropriate for your situation and present tailored tax planning options. Our experienced tax advisors will also be happy to take care of your personal tax declaration and produce all the documents required for tax purposes.
Investment advice and wealth management
Rahn+Bodmer Co.
Talstrasse 15
8022 Zurich
Phone +41 44 639 11 11
Copyright © 2021 Rahn+Bodmer Co. All rights reserved. Site notice
Copyright © 2021
Rahn+Bodmer Co.
All rights reserved.
Site notice
