Management mandate

Within the scope of an asset management mandate, Adequaris defines the investment strategy that corresponds to each client’s risk profile. Adequaris is then empowered to make all investment decisions within the predefined framework that underlies their investment strategy. During the exercise of such a mandate, Adequaris is required to abide by the rules of the Swiss Association of Asset Managers (SAAM).

Advisory mandate

An advisory mandate includes regular and detailed advice on all financial matters from Adequaris. For this type of mandate a customer’s consent is mandatory for all transactions.

The custodian banks provide Adequaris with adequate computer support. We work together with several partner banks; this underlines our independence. The assets of our customers are kept safely at the respective custodian banks.