HUMAN PRIVATE BANKING

Insights

Discretionary Mandates

If you wish to delegate your investment decisions a discretionary mandate is likely to be the right service for you. We work with you to guide you toward an investment strategy tailored to your needs. Based on the agreed strategy, an experienced team of investment specialists manages your portfolio within the framework of our established investment process.

DISCRETIONARY
PORTFOLIO MANDATES

Animation shape 1 Animation shape 2 Animation shape 3
BERGOS COREBERGOS GLOBAL ETFBERGOS DIRECTBERGOS PRIVATE MARKETS
EXPERTISEFully exploiting the Bergos top-down capital market view and bottom-up cross asset class security selection expertiseFully exploiting the Bergos top-down capital market view and the expertise in identifying most promising mega trends and investment themesFully exploiting the Bergos bottom-up selection expertise in single stocks and bondsFully exploiting the Bergos Private Markets expertise
SPECIFICSTop-down house view: cross asset, equity global regions, bond market segments, alternative investments and FX view

Bottom-up base: stock selection in Europe and the US with a large cap focus incorporating our sector house view		Global equity market exposure beyond Europe. In particular exposure in the US, Europe and AsiaStock selection in Europe, Switzerland and the US with a large cap focus incorporating our sector house view

Bond selection with focus on high quality issuers denominated in Euro or US-Dollar		Global Private Markets engagement focused on industrialized countries.
Selection of best in class managers

Capturing the Private Markets premium
INSTRUMENTSMulti asset approach:

Direct investments, funds, ETFs, structured products, liquid alternative investments including precious metal		Multi asset approach:

Mainly ETFs and similar vehicles		Single asset approach:

Mainly direct investments		Multi asset approach:

Mainly evergreen funds and similar vehicles

overview DISCRETIONARY
STRATEGIES

CORE

Fixed Income
Defensive
Balanced
Growth
Equities

CORE SWITZERLAND

Defensive
Balanced
Growth
Equities

GLOBAL ETF & START

Fixed Income
Defensive
Balanced
Growth
Equities

DIRECT

USD Credit Income
Euro Credit Income
Global Equity Selection 25
Global Equity Selection 40
Technology Selection
US Equities
European Equities
Swiss Equities

Reach out to us

We look forward to assisting you with any questions or enquiries you might have.

info@bergos.ch