INVESTMENT PROCESS / BALANCED MANDATE

Notenstein specialises in developing individual, customised investment solutions for its clients. These include complete solutions (such as mixed mandates) and individual investment classes (such as worldwide equities), as well as individual advisory services and strategies (such as hedging). A long-term approach, holistic thinking and the freedom to act independently: these are the hallmarks of our stategy.


Institutional Asset Management: Full Mandate

We develop an individual mandate solution for you that matches your objectives and requirements. As the basis, we apply an innovative and scientifically sound investment method coupled with a structured and systematic advisory process. Our independence is your guarantee that we will deploy the most appropriate investment products for your requirements.


Institutional Asset Management: Partial Mandate

Do you prefer to spread your asset management among several specialists? We are happy to offer you an individual and flexible investment solution for a specific segment of your investments. Our investment professionals will gladly develop a solution that is tailored to your needs in whether in equities, bonds or alternative investments.


Active Strategies

Our bank has acquired a worldwide reputation as a manager of equity investments thanks to our innovative and successful Active Indexing Strategy, which we have been implementing since 2001. Since then, we have also devised and launched numerous new strategies for various investment categories. All of these strategies follow a clearly defined and transparent investment approach that has been empirically proven. In this context, we invest exclusively in liquid assets.


Individual Advisory Services / Customised Solutions to Meet Your Needs

Our Institutional Clients Team will also be happy to assist you with specific issues – for instance, if you are looking for suitable hedging options for your investments. We shall be glad to help you with all aspects of your investment activities.

Notenstein Private Bank Ltd
Bohl 17
P.O. Box
CH-9004 St. Gallen
Tel. +41 71 242 59 50
anlageloesungen [at_notenstein] notenstein [dot] ch (subject: INVESTMENT%20PROCESS%20%2F%20BALANCED%20MANDATE) (» E-Mail)