At a bank of your choice, you hold a securities portfolio made out in your name. On granting GB GestionBâle SA an Asset Management Mandate, you empower the company to make all investment choices on your behalf, e.g. the buying and selling of securities. These transactions are based on the Guidelines agreed upon in mutual consent as well as our investment policy tailored to optimize benefits for you.
The Guidelines agreed upon are tailored to fit your personal needs and
take account of your life situation. Of particular importance are your
overall financial situation, your family background, fixed financial obligations,
need for liquidity, time horizon, security needs as well as your personal
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