{"id":1388,"date":"2021-09-01T11:58:05","date_gmt":"2021-09-01T09:58:05","guid":{"rendered":"https:\/\/www.rahnbodmer.ch\/investment-advisory-services-2\/"},"modified":"2024-12-17T08:39:38","modified_gmt":"2024-12-17T06:39:38","slug":"investment-advisory-services-2","status":"publish","type":"page","link":"https:\/\/www.rahnbodmer.ch\/en\/foundations\/investment-advisory-services-2","title":{"rendered":"Investment advisory services"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">Our investment advisory services for foundations<\/h3>\n\n\n\n<div id=\"teasertext-block_22b4b376be51862cb4dfec1d683816b0\" class=\"teasertext\">\n<\/div>\n\n\n<div id=\"teasertext-block_734cd966ef7d30a9006f23b4ef2c2140\" class=\"teasertext\">\n<p>Do you have a treasurer or an investment committee that prefers to make its own decisions about investments, but would like advice from our specialists? Then two types of mandates are available to you, offering you different levels of support in your decisions. With the portfolio advisory mandate, you can count on our experts to give you carefully selected investment recommendations that align strategically with your portfolio. With the investment advisory mandate, you can draw on the expertise and experience of our experts for decisions on the securities level.<\/p>\n<\/div>\n\n\n<h4 class=\"wp-block-heading\">Portfolio advisory mandate<\/h4>\n\n\n\n<h3 class=\"wp-block-heading\">We are at your side, ready to provide advice<\/h3>\n\n\n\n<div id=\"mobilefold-block_04bd6fbf5bf98c7559f8e10d9895642d\" class=\"mobilefold\">\n<div class=\"mobilefold_inner\">\n<p>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 you have come to the right place with our portfolio advisory mandate. We will work with you to develop your risk profile and then support you with general market assessments, tailored investment proposals and periodic reporting within the framework of your risk profile and the jointly defined investment strategy.<\/p>\n\t<\/div>\n<\/div>\n\t<div class=\"mob_p_btn\"><span class=\"mehr\">show more<\/span><span class=\"weniger\">show less<\/span><\/div>\n\n\n\n<p><br><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Investment advisory mandate<\/h4>\n\n\n\n<h3 class=\"wp-block-heading\">You can count on our support<\/h3>\n\n\n\n<div id=\"mobilefold-block_5deb7857268cf32a0e0009bc181c20cd\" class=\"mobilefold\">\n<div class=\"mobilefold_inner\">\n<p>As a foundation manager, you are used to defining your investment strategy yourself and making investment decisions autonomously. You know the risks of your investment strategy and of financial instruments and make decisions about the composition of your portfolio without our support. You therefore do not need us to conduct a periodic review of your portfolio. If necessary, we will be happy to advise you on the valuation of specific securities.<\/p>\n\t<\/div>\n<\/div>\n\t<div class=\"mob_p_btn\"><span class=\"mehr\">show more<\/span><span class=\"weniger\">show less<\/span><\/div>\n\n\n\n<p><br><\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-default\"\/>\n\n\n\n<p><br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Does your foundation want to benefit from our support? <br>Please contact us.<\/h3>\n\n\n\n\n<div id=\"page_link-block_c334a2f93610b746926cef1642ee29fd\" class=\"page_link_ct\">\n\t<div class=\"page_link\"><strong><a href=\"https:\/\/www.rahnbodmer.ch\/en\/contacts\/client-advisors#wealth_planning\">Our advisory team<\/a><\/strong><\/div>\n<\/div>\n\n\n","protected":false},"excerpt":{"rendered":"Our investment advisory services for foundations Portfolio advisory mandate We are at your side, ready to provide advice Investment advisory mandate You can count on our support Does your foundation want to benefit from our support? Please contact us.","protected":false},"author":1,"featured_media":0,"parent":1552,"menu_order":30,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-1388","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/pages\/1388","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/comments?post=1388"}],"version-history":[{"count":4,"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/pages\/1388\/revisions"}],"predecessor-version":[{"id":4058,"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/pages\/1388\/revisions\/4058"}],"up":[{"embeddable":true,"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/pages\/1552"}],"wp:attachment":[{"href":"https:\/\/www.rahnbodmer.ch\/en\/wp-json\/wp\/v2\/media?parent=1388"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}