OUR MANDATES

By granting us a management mandate, you give ICI Invest SA the responsibility of overseeing your investable assets. Together, we determine the custodian bank, investment strategy, and reference currency.

From there, we take care of your investments according to your preferences and organize regular meetings to review the performance of your portfolio.

We continuously adjust asset allocations in response to market developments, ensuring that your investments remain aligned with your chosen strategy.

Discretionary mandate

A thorough understanding of your goals, financial situation, and personal needs allows our specialists to craft a tailored portfolio that aligns with your risk profile and investment objectives. A customized investment strategy will be proposed and adjusted as market conditions evolve.

Transparent reports and real-time portfolio updates are available at any time and can be reviewed with you upon request.

ADVISORY MandatE

Your portfolio manager, supported by our asset management team, will regularly present targeted investment ideas that align with your predefined strategy.

Ultimately, the decision to act on any suggestion remains yours. You are always free to request the purchase or sale of any securities that capture your interest.