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The Lapis Equity Indices are the cornerstones to the Lapis portfolio construction. Additionally, we use investment grade bonds for the building up of our Lapis Asset Allocation Strategy Portfolios.
All rules and performances of the Lapis indices are shown on the Lapis Analytics web page. The client risk profile, the reference currency and possible tax implications are carefully discussed and decided with your Relationship Manager. On the Lapis Clients web page, you will find the description of our client-focused investment decision process.
Jack Bogle, Founder of ‘The Vanguard Group’
The Lapis Equity Indices are the cornerstones to the Lapis portfolio construction. Additionally, we use investment grade bonds for the building up of our Lapis Asset Allocation Strategy Portfolios.
All rules and performances of the Lapis indices are shown on the Lapis Analytics web page. The client risk profile, the reference currency and possible tax implications are carefully discussed and decided with your Relationship Manager. On the Lapis Clients web page, you will find the description of our client-focused investment decision process.
Jack Bogle, Founder of ‘The Vanguard Group’
Jack Bogle, Founder of ‘The Vanguard Group’
The Lapis Equity Indices are the cornerstones to the Lapis portfolio construction. Additionally, we use investment grade bonds for the building up of our Lapis Asset Allocation Strategy Portfolios.
All rules and performances of the Lapis indices are shown on the Lapis Analytics web page. The client risk profile, the reference currency and possible tax implications are carefully discussed and decided with your Relationship Manager. On the Lapis Clients web page, you will find the description of our client-focused investment decision process.
The performances of our portfolios are derived from the underlying indices which do not include taxes and fees. We offer different strategies to meet the individual needs and investment goals of our clients. With all our custodian banks and product providers we have negotiated favorable terms to guarantee cost-effective services.
The entrusted client assets are invested according to the rules of the respective equity indices. Every quarter the asset allocation will be rebalanced. Starting from a minimum investment amount of CHF/EUR/USD of 1’000’000, we offer the following equity mandates:
Lapis Global Top 50 Dividend Yield MandateLapis Global MidCap 50 Dividend Yield MandateLapis Global Brands 50 Dividend Yield MandateLapis Global Family Owned 50 Dividend Yield MandateLapis Global Sustainable 50 Dividend Yield MandateLapis Global Financial Technology 25 Dividend Yield MandateLapis Global Shariah 100 Dividend Yield MandateLapis Global Sports 25 Dividend Yield MandateLapis Global Medical Devices 25 Dividend Yield MandateLapis Global 5G & IoT 50 Dividend Yield MandateLapis Global Water 25 Dividend Yield MandateLapis Global Luxury Brands 20 Dividend Yield MandateLapis Global Software Technology 25 Dividend Yield Mandate
Lapis Swiss Top 25 Dividend Yield MandateLapis Europe MidCap 50 Dividend Yield MandateLapis UK Top 25 Dividend Yield MandateLapis China Brands 40 Dividend Yield Mandate
Lapis Global Top 25 Crypto Asset Yield MandateLapis Global Top 20 Green Crypto Asset Yield MandateLapis Global Top 20 – 3D Printing Yield MandateLapis Global Top 20 Genomic Revolution Yield MandateLapis Global Top 20 Autonomous Technology & Robotics Yield MandateLapis Global Top 20 Space Exploration Yield MandateLapis Global Cyber Security 25 Yield Mandate
According the risk profile as well as the needs and goals of our clients, we offer the following asset allocation strategies:Lapis Conservative Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
30% Lapis Equity Strategies
70% Investment Grade BondsLapis Growth Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
70% Lapis Equity Strategies
30% Investment Grade BondsLapis Balanced Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
50% Lapis Equity Strategies
50% Investment Grade BondsWe are pleased to send you by e-mail a tailor-made proposal according to your risk profile and your reference currency. Furthermore, you will get the track record of your chosen Lapis equity investment.
We don’t apply any minimum investment for our asset management services. The choice of Fund/ETF investments or direct investment into stocks or bonds depends on the portfolio size to guarantee the optimal diversification. We always apply the most cost-effective solution policy.We believe that our easy to understand and cost-effective investment structure, our disciplined and transparent way of investing the assets of our clients together with the positive effect of compounding can generate outstanding results over the long term.
Many clients wish to have a final say about their investments. We offer this service together with an independent advisory about all investments and according to the investment goals and strategies of our clients. In this way our clients get access to a tailor-made and suitable portfolio.
The performances of our portfolios are derived from the underlying indices which do not include taxes and fees. We offer different strategies to meet the individual needs and investment goals of our clients. With all our custodian banks and product providers we have negotiated favorable terms to guarantee cost-effective services.
The entrusted client assets are invested according to the rules of the respective equity indices. Every quarter the asset allocation will be rebalanced. Starting from a minimum investment amount of CHF/EUR/USD of 1’000’000, we offer the following equity mandates:
Lapis Global Top 50 Dividend Yield MandateLapis Global MidCap 50 Dividend Yield MandateLapis Global Family Owned 50 Dividend Yield MandateLapis Global Brands 50 Dividend Yield MandateLapis Global Sustainable 50 Dividend Yield MandateLapis Global Financial Technology 25 Dividend Yield MandateLapis Global Shariah 100 Dividend Yield MandateLapis Global Sports 25 Dividend Yield MandateLapis Global Medical Devices 25 Dividend Yield MandateLapis Global 5G & IoT 50 Dividend Yield MandateLapis Global Water 25 Dividend Yield MandateLapis Global Luxury Brands 20 Dividend Yield MandateLapis Global Software Technology 25 Dividend Yield Mandate
Lapis Swiss Top 25 Dividend Yield MandateLapis Europe MidCap 50 Dividend Yield MandateLapis UK Top 25 Dividend Yield MandateLapis China Brands 40 Dividend Yield Mandate
Lapis Global Top 25 Crypto Asset Yield MandateLapis Global Top 20 Green Crypto Asset Yield MandateLapis Global Top 20 – 3D Printing Yield MandateLapis Global Top 20 Genomic Revolution Yield MandateLapis Global Top 20 Autonomous Technology & Robotics Yield MandateLapis Global Top 20 Space Exploration Yield MandateLapis Global Cyber Security 25 Yield Mandate
According the risk profile as well as the needs and goals of our clients, we offer the following asset allocation strategies:Lapis Conservative Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
30% Lapis Equity Strategies
70% Investment Grade BondsLapis Growth Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
70% Lapis Equity Strategies
30% Investment Grade BondsLapis Balanced Portfolio
(Reference currencies: EUR/CHF/USD/GBP)Asset Allocation:
50% Lapis Equity Strategies
50% Investment Grade BondsWe are pleased to send you by e-mail a tailor-made proposal according to your risk profile and your reference currency. Furthermore, you will get the track record of your chosen Lapis equity investment.
We don’t apply any minimum investment for our asset management services. The choice of Fund/ETF investments or direct investment into stocks or bonds depends on the portfolio size to guarantee the optimal diversification. We always apply the most cost-effective solution policy.We believe that our easy to understand and cost-effective investment structure, our disciplined and transparent way of investing the assets of our clients together with the positive effect of compounding can generate outstanding results over the long term.
Many clients wish to have a final say about their investments. We offer this service together with an independent advisory about all investments and according to the investment goals and strategies of our clients. In this way our clients get access to a tailor-made and suitable portfolio.
+41 91 971 16 93info@lapis.finance