Individual investments with asset management mandate

Independent puts together tailored pension portfolios for individuals with substantial retirement assets. These strategies are aligned to your private assets. Investment solutions of this nature have to be managed by a bank supervised by FINMA in accordance with an asset management mandate.

Independent also ensures that individual investments under an asset management mandate are in full compliance with the statutory investment regulations at all times and the portfolio remains aligned to your personal risk capacity and inclination.

Conditions for an individual investment under an asset management mandate:

• Minimum investment of CHF 100,000 in the case of investment funds
• Minimum investment of CHF 250,000 in the case of investments in individual securities
• The investment risk is borne solely by the insured person.

Partner banks:
In the case of individual investments under an asset management mandate, Independent works together strategically with a number of banks. We shall provide details about our partner banks in a personal discussion with you. Of course, the choice of bank is yours.

On request we shall examine the possibility of working with your preferred custodian bank.