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Portfolio Management


Your needs are at the heart of our investment process.

CBH Bank has developed comprehensive discretionary management solutions centered around Clients. This allows us to accompany your access into the financial markets and build and protect your wealth. Discretionary Portfolio Management means that you delegate the management of your portfolio to a dedicated team of investment professionals. By understanding your needs and risk appetite, we build solutions that seamlessly align your investments with your financial objectives. We continuously monitor and review your portfolios to control and adapt exposure over time.



This mandate follows rigorous risk monitoring techniques with the objective to reach a predefined target protection level at maturity.

It relies on an allocation mechanism that switches the invested capital between:

  • Core Portfolio
    Invested in governmental and high quality corporate bonds and bond funds.
  • Satellite Portfolio
    Invested in higher risk corporate bonds, funds, equities and derivative instruments to enhance the overall expected return.


These mandates cover all major asset classes and are managed in accordance with CBH Bank’s investment strategy and in full respect of the “Portfolio Management Guidelines” issued by the Swiss Bankers Association.

Depending on your ability to tolerate risk, financial needs and investment objectives, you can choose between four different portfolio risk profiles.



By taking into consideration the Bank’s investment strategy, we build a portfolio that is centered on and adjusted to your specific needs in terms of asset allocation, exposure, benchmark and investment universe.

  • Customized
    This mandate is intended for clients who want a totally customized portfolio and support services.
  • Conviction
    This portfolio brings together all the convictions of our dedicated investment management team while abiding by the Bank’s investment strategy.


We create diversified and customized Private Investment Mandates for our Clients by combining a global macro investment approach with an institutional bottom-up selection process.

From selection, commitment, and capital calls to final distributions, the mandate offers an integrated portfolio management service. It also includes cash management, as well as dedicated reporting solutions.

The value of investments may fall as well as rise and clients may not get back what they originally invested.