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.
We offer four different mandates with various levels of support. You choose the mandate that suits you best in terms of how much input you would like from us and the amount of time you wish to spend managing your assets. Our client advisors will help you select the mandate that is right for you based on your financial situation, your goals and your risk tolerance.
Asset management mandate – We manage your assets holistically
Portfolio advisory mandate – We are at your side, ready to provide advice
Investment advisory mandate – You can count on our support
Execution only mandate – You decide, we execute
If you would like a detailed overview of the services included in each mandate, please call us or send us an e-mail. We look forward to hearing from you.
E-mail: info@rahnbodmer.ch
Telephone: +41 44 639 11 11
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
