WEALTH MANAGEMENT AT BENDURA BANK AG

We guide you on the path to reach your investment goals.

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Wealth management, which comprises both asset management and investment advice, is our core business. We offer optimal and dynamic investment strategies for both the protection against inflation or the goal of capital increase over time.

The successful investment of assets is a major challenge in today’s rapidly evolving financial markets. As our client you can choose between a discretionary or advisory mandate to benefit from our extensive expertise and a wide range of investment services.

Graphic 1: The core values of BENDURA BANK also reflects the approach of our Wealth Management Team. Transforming complexity into tailor-made solution.

DISCRETIONARY MANDATES

A discretionary mandate means that you delegate investment decisions to the bank and benefit from our extensive experience and expertise. All day-to-day investment decisions are left to BENDURA BANK AG’s team of experts while you are relieved of all administrative and investment related tasks.

Bendura Bank AG develops a holistic investment strategy in accordance with the clients‘ preferences and objectives such as expected return and risk capacity. The assets are broadly diversified and the strategy is implemented by the bank‘s investment experts.

Graphic 2: Investment process at BENDURA BANK.

ADVISORY MANDATES

If you prefer to stay actively involved during the entire process of managing your investments, you can profit from our advisory offering, using us as a sparring partner to challenge and complement your ideas and perceptions.

Experience has shown that some clients prefer to take the investment of their wealth into their own hands and only draw on a bank for advice and the exchange of ideas. This strategy sets out the framework for the investment options that the bank‘s advisors shortlist for the client. However, the client has the final say on investment decisions.

We would be very pleased to arrange a personal meeting or appointment for you. Our experienced Relationship Managers are looking forward to answering your questions and providing you with professional advice.

You are also welcome to contact us directly online with your individual needs and we will get back to you: http://www.bendura.li/customers/become-a-customer