V.C. discretionary asset management mandate

THE CLIENT DELEGATES INVESTMENT DECISIONS TO V.C.

Reason: Client wants to benefit from our expertise and therefore decides not to manage the portfolio by himself.

The Client...​

  • Signs with Valeria Capital AG a discretionary ASSET MANAGEMENT mandate.

  • And V.C. jointly defines the investment strategy based on the client’s needs, preferences and agreed targets.

  • Gives V.C. a limited power of attorney for his custodian bank account in order to enable V.C. to manage the portfolio at any given time.

  • Benefits from VCs’ blanket fee agreement with the custodian bank.

  • Receives regular reports from V.C. and the custodian bank which enables you to personally to track the development of your investments and be updated on V.C's assessments of the financial markets.

Life

insurance enhancement

THE CLIENT ENHANCES HIS LIFE INSURANCE WITH A CUSTOMISED V.C.

INVESTMENT STRATEGY

Goal:  1 + 1 = 3 

  • Thanks to our cooperation with selected international partners in the life insurance sector, you benefit from access to tailor-made advice and an optimised pension solutions.

  • The funds paid into the life insurance policy are managed by V.C. as part of an asset management mandate.

  • Individual and sophisticated investment needs on the part of the client in connection with the advantages of a life insurance policy can thus be tailored to the client's needs.

Philanthropy

project

THE CUSTOMER IS LOOKING FOR A WAY TO MAKE A DIFFERENCE WHERE IT MATTERS

Approach: We support you in the selection of your partners and/or projects:

  • Cooperation with WISE gives you a professional partner at your side.

  • The possibility to support an existing project in the sense of a personal initiative.

From the starting of a foundation to the supervision of local projects - implementing the philanthropic idea with the best possible effect, in order that you can make a difference.