MANDATES

Equity Indices

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.

“Simplicity is the

master key to financial success”

Jack Bogle, Founder of ‘The Vanguard Group’

Equity Indices

“Simplicity is the

master key to financial success”

Jack Bogle, Founder of ‘The Vanguard Group’

“Simplicity is the master key to financial success”

Jack Bogle, Founder of ‘The Vanguard Group’

Equity Indices

Lapis Mandates

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.

Lapis Equity – Mandates

Most of the asset allocations contain an equity portion.

LAPIS DIRECT INVESTMENTS

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:

GLOBAL

REGIONAL

Lapis Swiss Top 25 Dividend Yield Mandate Lapis Europe MidCap 50 Dividend Yield Mandate Lapis UK Top 25 Dividend Yield Mandate Lapis China Brands 40 Dividend Yield Mandate

NEXT-GEN

Lapis Global Top 25 Crypto Asset Yield Mandate Lapis Global Top 20 Green Crypto Asset Yield Mandate Lapis Global Top 20 – 3D Printing Yield Mandate Lapis Global Top 20 Genomic Revolution Yield Mandate Lapis Global Top 20 Autonomous Technology & Robotics Yield Mandate Lapis Global Top 20 Space Exploration Yield Mandate Lapis Global Cyber Security 25 Yield Mandate

Lapis Asset Allocation – Mandates

One of the most important steps in the portfolio construction process is the determination of the asset allocation.

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.

Lapis Advisory Services

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.