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.
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.
Telephone: +41 44 639 11 11