Discretionary mandate

Prudent investment lies at the heart of creating and preserving wealth. This requires considerable time, experience and expertise. Our discretionary portfolio management centres on each individual client’s needs, short and long-term goals and risk profile. Understanding these in depth shapes the nature and structure of your individual portfolio.

In discretionary asset management, we are responsible for each individual step of the strategy implementation, from investment decisions to portfolio administration.

Your advantage:

You select one of our strategies (cautious, balanced, or growth) or create your own bespoke strategy for your wealth to be managed in line with our market expectations and tuned to your personal strategy. At least once a year, the strategy is reviewed and confirmed or adapted if your requirements change. We provide you with a regular analysis of your account and performance of your assets which you can view at any time via our online services.

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Contact Schroders Wealth Management

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact:

Marc Brodard

Head of Private Clients, Switzerland

Telephone:

+41 (0)22 818 41 24

marc.brodard@schroders.com

Isabelle Blöchlinger-Brechbühl

Head Swiss German Clients & IAM

Telephone:

+41 (0)44 250 12 43

Isabelle.Bloechlinger@schroders.com

To facilitate legibility, the language forms male, female and diverse (m/f/d) are not used simultaneously in this text. All references to persons apply equally to all genders.

The use of this site is subject to you having read and accepted our Important Information, which differ dependent on the website jurisdiction.

Issued by Schroder & Co Bank AG, regulated by FINMA, with registered head office at Central 2, 8001 Zurich and a branch in Geneva.

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Product Manager for Sustainability & Impact - Private Equity

Business Management Associate - Private Equity

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Me and my passion: Dr Shirley Sherwood OBE

Equities may not be out of the woods quite yet

Discretionary mandate

Your advantage:

Contact Schroders Wealth Management

Marc Brodard

Isabelle Blöchlinger-Brechbühl

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

Select a region

Select a location

Select a site

Retail Investors

Retirement Services

Mutual fund investment

Private Investor

Real Estate

Asset management

Wealth management

SCHRODERS Global

LATEST CAREERS

Product Manager for Sustainability & Impact - Private Equity

Business Management Associate - Private Equity

Specialist Corporate Actions

LATEST NEWS

Me and my passion: Dr Shirley Sherwood OBE

Equities may not be out of the woods quite yet

Me and my passion: Dr Shirley Sherwood OBE

Equities may not be out of the woods quite yet

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Discretionary mandate

Your advantage:

Contact Schroders Wealth Management

Marc Brodard

Isabelle Blöchlinger-Brechbühl