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
The LAPIS Europe 50 Dividend Yield Analysis is composed of 50 European dividend stocks. All companies in our equally weighted equity Analysis have a minimum market capitalization of EUR 10 billion and have paid uninterrupted and continuously increasing dividends over the last 5 years.