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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.
Analyses
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.
