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The art of capital management, since 1947.

Mandate with advisory activity

We know your requirement for capital maintenance and asset growth. Our task is therefore clear: we would like to exceed your return and service expectations.
Your decision to give an advisory mandate to Remaco Wealth Management AG is the right one, if you:

  • are looking for an independent wealth manager with many years of experience.
  • are seeking individual advisory for your wealth.
  • would like to discuss the market development and your investment ideas with our specialists

We analyse and monitor your portfolio for changes in the market. The chart below illustrates the decision to implement a strategy for a investment mandate with advisory activity.

  • The definition of your mandate gives us the parameters for our advisory services
  • From the analyis of the main investment strategy we develop the investment proposals.
  • With the advisory mandate the Remaco account manager works together with you to take the investment decisions according to the developed parameters.
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