{"id":14053,"date":"2022-02-17T12:42:29","date_gmt":"2022-02-17T12:42:29","guid":{"rendered":"https:\/\/www.bergos.ch\/solutions\/discretionary-mandates\/"},"modified":"2025-08-26T13:24:16","modified_gmt":"2025-08-26T13:24:16","slug":"diskretionaere-mandate","status":"publish","type":"page","link":"https:\/\/www.bergos.ch\/de\/solutions\/diskretionaere-mandate\/","title":{"rendered":"Diskretion\u00e4re Mandate"},"content":{"rendered":"\n
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DISKRETION\u00c4RE<\/em><\/strong> MANDATE<\/strong><\/h1>\n\n<\/div>\t\t\t\t\t<\/article>\n\t<\/div>\n\t
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Wenn Sie ihre Anlageentscheidungen delegieren m\u00f6chten, ist ein diskretion\u00e4res Mandat die passende L\u00f6sung f\u00fcr Sie. Gemeinsam mit Ihnen legen wir eine Anlagestrategie fest, die auf Ihre individuellen Ziele abgestimmt ist. Auf dieser Grundlage verwaltet ein erfahrenes Team von Anlagespezialisten Ihr Portfolio \u2013 im Rahmen unseres bew\u00e4hrten Investmentprozesses.<\/p>\n<\/div><\/div>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n

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DISKRETION\u00c4RE
PORTFOLIO MANDATE<\/h2>\n\n\n\n
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<\/th>BERGOS CORE<\/th>BERGOS GLOBAL ETF<\/th>BERGOS DIRECT<\/th>BERGOS PRIVATE MARKETS<\/th><\/tr><\/thead>
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EXPERTISE<\/td>Vollst\u00e4ndige Nutzung der Bergos Top-Down Kapitalmarktmeinung und Bottom-Up Expertise bei der Auswahl von Wertpapieren \u00fcber alle Anlageklassen hinweg.<\/td>Vollst\u00e4ndige Nutzung der Bergos Top-Down Kapitalmarktmeinung und der Expertise bei der Identifizierung der vielversprechendsten Megatrends und Anlagethemen.<\/td>Vollst\u00e4ndige Nutzung der Bergos Bottom-Up-Selektions-kompetenz bei Aktien und Anleihen.<\/td>Vollst\u00e4ndige Nutzung der Bergos Private Markets-Selektions-kompetenz.<\/td><\/tr>
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BESONDERHEIT<\/td>Top-Down Hausmeinung: Cross-Asset, Aktien weltweit, Anleihenmarkt-segmente, Alternative Anlagen.

Bottom-Up Basis: Aktienselektion in Europa und den USA mit Schwerpunkt auf Large Caps unter Einbeziehung unserer sektoralen Hausmeinung.<\/td>		Globales Aktienmarkt-engagement ausserhalb Europas mit einem besonderen Schwerpunkt in den USA, Europa und Asien.<\/td>Aktienselektion in Europa, der Schweiz und den USA mit Fokus auf Large Caps unter Einbeziehung der Sektor-Hausmeinung.
Selektion von Anleihen mit Fokus auf qualitativ hochwertige Emittenten \u00fcberwiegend in USD & EUR.<\/td>		Globales Private Markets-Engagement mit Fokus auf Industrienationen.
Selektion von best-in-class Managern.
Vereinnahmung der Private Markets Pr\u00e4mie.<\/td><\/tr>
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ANLAGE-INSTRUMENTE<\/td>Multi-Asset-Ansatz: Direktanlagen, Fonds, ETFs, strukturierte Produkte, liquide Alternative Anlagen inklusive Edelmetalle.<\/td>Multi-Asset-Ansatz:
Haupts\u00e4chlich ETFs und \u00e4hnliche Instrumente.<\/td>		Single-Asset-Ansatz: Haupts\u00e4chlich Direktanlagen.<\/td>Multi-Asset-Ansatz:
Evergreen Fonds und \u00e4hnliche Instrumente.<\/td><\/tr><\/tbody><\/table><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n
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\u00dcBERSICHT DISKRETION\u00c4RE STRATEGIEN<\/h3>\n\n\n\n
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CORE<\/h5>\n\n\n\n

Festverzinsliche Wertpapiere
Defensiv
Ausgewogen
Wachstum
Aktien<\/p>\n<\/div>\n\n\n\n

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CORE SCHWEIZ<\/h5>\n\n\n\n

Defensiv
Ausgewogen
Wachstum
Aktien<\/p>\n<\/div>\n<\/div>\n\n\n\n

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GLOBAL ETF & START<\/h5>\n\n\n\n

Festverzinsliche Wertpapiere
Defensiv
Ausgewogen
Wachstum
Aktien<\/p>\n<\/div>\n\n\n\n

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DIRECT<\/h5>\n\n\n\n

USD-Kreditanlagen
Euro-Kreditanlagen
Globale Aktienauswahl 25
Globale Aktienauswahl 40
Technologiewerte-Auswahl
US-Aktien
Europ\u00e4ische Aktien
Schweizer Aktien<\/p>\n<\/div>\n<\/div>\n\n\n

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KONTAKTIEREN SIE UNS<\/h3>\n\n\n\n
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Wir freuen uns darauf, Ihnen bei allen Fragen oder Anfragen behilflich zu sein.<\/p>\n\n\n\n

info@bergos.ch<\/a><\/a><\/p>\n<\/div><\/div>\n<\/div>

\"Bergos_exterior\"<\/figure><\/div>\n\n\n
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Wenn Sie ihre Anlageentscheidungen delegieren m\u00f6chten, ist ein diskretion\u00e4res Mandat die passende L\u00f6sung f\u00fcr Sie. Gemeinsam mit Ihnen legen wir eine Anlagestrategie fest, die auf Ihre individuellen Ziele abgestimmt ist. Auf dieser Grundlage verwaltet ein erfahrenes Team von Anlagespezialisten Ihr Portfolio \u2013 im Rahmen unseres bew\u00e4hrten Investmentprozesses. DISKRETION\u00c4RE PORTFOLIO MANDATE BERGOS CORE BERGOS GLOBAL ETF […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":14050,"menu_order":30,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-14053","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nDiskretion\u00e4re Mandate - Bergos<\/title>\n<meta name=\"description\" content=\"We offer both individual advisory mandates and discretionary portfolio management. 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