We manage globally diversified investment portfolios tailored to the specific needs of our clients.

Our working method

By understanding your financial and personal profile, PARfinance offers you the most appropriate mandate, enabling you to adapt our investment strategy to your requirements and build a scheme that matches your needs.

Investment decisions must always be independent and based on a well-founded analysis. This is why PARfinance organises an investment committee meeting where we discuss the market outlook and decide on the portfolio composition of our investment management programme.

To be consistent with our business principles, PARfinance's transparency gives clients the choice of two fee structures to best meet their needs and expectations.

Under Swiss law, a mandate may be terminated at short notice, at any time.

Our mandates

1. Discretionary mandate

The discretionary mandate is a solution for investors who wish to delegate investment decisions concerning their assets to dedicated managers. Together with their relationship manager, clients define their level of risk, their reference currency, their time horizon and their specific needs. PARfinance maintains a close relationship with its clients regarding the development of its portfolio.

2. Advisory mandate

With the advisory mandate, your dedicated investment adviser provides you with personalised investment advice in a portfolio context. You will receive investment proposals tailored to your investment needs and objectives.

You decide when, where, how often and on what occasions you wish to be contacted and involved. If we identify immediate risks within your portfolio, you will receive a notification.

*Under both types of mandate, customers will receive account statements, transaction reports and portfolio valuations from custodian banks via PARfinance.

A successful investment requires time and a clear, realistic plan geared towards your objective.