Investment profiles
Four reference profiles for different objectives.
Explore the profilesOur mandates
Discretionary or advisory management
Two types of mandate: you delegate management to Necker Finance or make decisions based on our recommendations.
Discretionary management We manage within the mandate
Advisory management We recommend, you approve
Who decides?
Necker Finance, according to the profile set in the mandate
You, based on our recommendations
Who implements?
Necker Finance
You, or Necker Finance on your instructions only
Who monitors?
Necker Finance, with quarterly reporting
Together, with reporting at an agreed frequency
Discretionary management We manage within the mandate
Who decides? Necker Finance, according to the profile set in the mandate
Who implements? Necker Finance
Who monitors? Necker Finance, with quarterly reporting
Advisory management We recommend, you approve
Who decides? You, based on our recommendations
Who implements? You, or Necker Finance on your instructions only
Who monitors? Together, with reporting at an agreed frequency
In every mandate
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Open architecture
We choose managers and funds freely, across all asset classes, without ties to any bank or product range.
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A framework agreed together
Your objectives, time horizon and risk profile guide the strategy.
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Ongoing portfolio review
Portfolio reviews consider market conditions and changes in your circumstances.
Open architecture
We choose managers and funds freely, across all asset classes, to fit your mandate.
A tripartite relationship
You, the client
The custodian bank
Necker Finance
Investment approach
Our investment approaches
We define your investor profile together.
All Weather
Diversifying the portfolio beyond equities and bonds.
Explore the mandateBespoke
A strategy built around your objectives and specific constraints.
Speak to an adviser Balanced 5 – 10 years
Seeking a balance between growth and capital preservation.
Illustrative allocation
- Equities 45 %
- Fixed income 35 %
- Alternatives 12 %
- Commodities 8 %
For educational purposes. The allocations shown do not constitute a personalised recommendation.
The first step
Your situation
Let’s talk, in French or in English.