Discretionary Mandate
Latest Discretionary Mandate Intelligence
Encyclopedia
Discretionary Mandate: Definition and Role in Swiss Wealth Management
Definition
A discretionary mandate is a contractual arrangement in which a client delegates investment decision-making authority to a financial institution or …
Wealth Management
Swiss Portfolio Management: Strategies, Mandates, and Institutional Approaches
Portfolio management lies at the core of Swiss private banking. The country’s wealth management industry — responsible for approximately one-quarter of …
Wealth Intelligence
Swiss Wealth Management Fees: What Private Banks Actually Charge in 2026
Swiss private banking fees are rarely advertised on websites and seldom discussed transparently in sales conversations. The Financial Services Act now mandates comprehensive cost disclosure, but understanding what you will actually pay — across all fee categories and at different portfolio sizes — requires knowing what to ask for and how to interpret the numbers.