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Direct Mandate
We manage portfolios through direct holdings in individual stocks, applying the LAPIS Way through clear, rule-based frameworks rather than structured products.
Individual securities. We invest through direct holdings in listed equities rather than using structured products.
Equal-weight. We build portfolios with an equal-weight approach to reduce concentration risk and maintain balanced exposure.
Customized. We tailor each portfolio to your objectives, risk profile, and long-term investment goals.
How it works
We listen to your investment objectives, time horizon and risk tolerance to define a clear Direct Mandate profile and strategic asset allocation.
We design a clear, rules-based portfolio plan using our Analyses and your specific objectives.
We support the opening of an account with a Swiss custodian bank, implement the agreed strategy, and actively manage the portfolio through direct holdings in listed equities.
Analyses
GLOBAL
Global Innovation Leaders 50 Dividend Yield
The LAPIS Global Innovation Leaders 50 Dividend Yield Analysis is composed of the 10 highest-ranked companies of each of the following LAPIS Analyses: Artificial Intelligence, Cyber Security, Quantum Computing, Semiconductor and Software Technology. The 50 companies in our equally weighted equity analysis are large-capitalisation companies of the innovation-driven technology economy. The analysis has a dividend core: at least 50% of the companies have paid uninterrupted dividends over the last 5 years.
GLOBAL
Global Sustainable 50 Dividend Yield
The LAPIS Global Sustainable 50 Dividend Yield Analysis is composed of 50 worldwide best-known companies, selected for their leading ESG qualities. All companies in our equally weighted equity analysis have a market capitalisation greater than USD 5 billion and have paid uninterrupted dividends over the last 10 years.
