bank zweiplus Multimanager-Strategies: Asset management featuring the utmost flexibility

18.10.2010

bank zweiplus Multimanager-Strategies offer clients flexibility that is unique throughout Switzerland, providing asset management services with selected investment experts that can be easily switched at any time, without having to change the banking relationship. Now, bank zweiplus is further expanding its multimanager concept: Newcomers Schroder Investment Management (Switzerland) Ltd., Bank Sarasin & Co. Ltd. and Falcon Private Bank Ltd. are joining the team of portfolio providers and entering the transparent performance competition too.

Multimanager-Strategies offer very flexible asset management, enabling clients to easily change their initially selected investment strategy or portfolio provider at any time, but with the banking relationship remaining intact. Hence, clients have the opportunity to swiftly and directly adapt the focus of their investment strategy to the prevailing market conditions or changes in personal financial situation, without any high administrative expenses resulting from switching banks.

There is no other model on the market in Switzerland that allows clients to compare the performances of renowned Swiss portfolio providers in such a transparent way as bank zweiplus Multimanager-Strategies. Thanks to identical investment guidelines and fees, clients can compare the performance of their professionally managed strategy with those of other portfolio providers at any given time. The performances of the individual investment strategies are reported on the Internet in a transparent format on a monthly basis.

Now, bank zweiplus has further expanded the selection of investment partners that are ready to enter the performance competition. Clients currently have the freedom to choose from among six portfolio providers, including the three already active investment experts Lombard Odier Asset Management, Rieter Fischer Partners and Solitaire Wealth Management, in addition to newcomers Schroder Investment Management (Switzerland) Ltd., Bank Sarasin & Co. Ltd. and Falcon Private Bank Ltd.

bank zweiplus Multimanager-Strategies ensure all the advantages of sophisticated asset management, independent of any specific investment amount. In fact, Multimanager-Strategies offer clients a high-class asset management product already starting from a one-time investment amount of CHF 10,000, or from CHF 100 per month with a savings plan. Wealth accumulation is based on the three risk-return profiles “Conservative,” “Balanced” and “Growth.” As asset manager and custodian bank, bank zweiplus assures compliance with the defined investment guidelines and implements the investment recommendations of the portfolio providers on a monthly basis.

Contact

Download
Download Media Release