Multimanager-Strategies: First-class asset management already for small amounts

bank zweiplus’s unique Multimanager concept combines first-class asset management, utmost transparency, unlimited flexibility and efficient control over performance – and all this already starting with a modest investment sum. Multimanager-Strategies offer customers an effective comparison of performances among several professional investment specialists, paving the way for easily making the ideal choice at all times, without having to change banks.

bank zweiplus Multimanager-Strategies are innovative and ensure all the advantages of highly sophisticated asset management, independent of any specific investment amount. In fact, Multimanager-Strategies open the door to a first-class wealth management product already starting from a one-time investment sum of CHF 10,000, or with a savings plan starting from a monthly amount of CHF 100. “Multimanager-Strategies are a product that precisely reflects the philosophy of bank zweiplus: customer friendly, success oriented and transparent,” explains Marco Weber, CEO of bank zweiplus. “Moreover, the Multimanager concept provides an ideal basis for further expansion and development our product assortment.”

Wealth accumulation with Multimanager-Strategies is based on three risk/return profiles: “Conservative,” “Balanced” and “Growth.” With its respective investment guidelines, bank zweiplus determines the investment universe and structure for these three strategies. The external investment specialists – so-called portfolio providers – submit their individual investment recommendations for the relevant strategies within the scope of the guidelines. At the same time, customers are free to choose their particular investment strategy as well as portfolio provider.

Proven portfolio providers as partners
As asset manager and custodian bank, bank zweiplus ensures compliance with the defined investment guidelines and implements the investment recommendations of the portfolio providers. The partners selected by bank zweiplus, which exclusively comprise successful asset managers with a proven track record, are responsible for the ideal compilation of the respective investment strategies in the role of portfolio provider:

• Lombard Odier is one of the most tradition-rich and successful banking institutions in Switzerland, with headquarters in Geneva. The firm offers its clients active asset management, outstanding financial products and specialized services.
• Solitaire Wealth Management AG was founded in 2004 and is distinguished by its active, customized portfolio management, incorporating all asset classes.
• Rieter Fischer Partners AG is an independent wealth management boutique that was also founded in 2004. The firm’s experience and expertise are manifested particularly in its core business of fundamental analysis and portfolio management of Swiss and European equities, with focus on small- and mid-cap stocks.

The utmost flexibility
Multimanager-Strategies offer very flexible asset management through allowing investors to easily switch the initially selected investment strategy or portfolio provider at any time, without having to change their banking relationship. This paves the way for a swift and direct alignment of the investment strategy with the prevailing market conditions or changes in personal financial situation.

“There is no other model on the Swiss market that provides such a transparent comparison of the performances of renowned Swiss asset managers like bank zweiplus Multimanager-Strategies,” declares Marco Weber. The performances achieved by the individual investment strategies are reported on a monthly basis via the Internet in a clear-cut format. Furthermore, identical guidelines and fees provide a direct comparison of the professionally managed strategies as well as effective control over performance at all times

Additional information:
Webcasts about individual portfolio providers can be found at
www.bankzweiplus.ch/multimanager

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