Advisory mandate is the most suitable investment tool for Customer who prefers to make their own investment decisions but wish to have access to professional advice and independent expertise. In this case the Customer is responsible for all his investment decisions and resulting investment returns. The Customer makes his own choice how frequently he wished to be contacted by phone, email or SMS.
Herculis Partners provides Advisory Mandate services only in the area of Fixed Income and Structured Products instruments where it has a strong track record and solid analytical background. Our goal is to stick benchmark which is calculated as a return on 280 bps above the average annual deposit interest rate of top-20 banks from Customer's country of residence. Herculis Partner designs Advisory Mandate together with Customer in order to cover all his specific cash-flow needs and requirements.
Customer can choose one of the following Advisory Mandate options:
- The Advisory Portfolio service provides Customer with monthly portfolio monitoring in order to propose Customer with specific investment recommendations and ideas (buy, sell or hold) or inform him about open market opportunities. The Advisory Portfolio fee is calculated as 0,6% per annum on AUM and charged quarterly.
- The Advisory Expertise service provides Customer with independent assessment and market timing proposal to rebalance his portfolio upon his request. The Advisory Expertise fee is calculated as 3500 CHF (including VAT) per portfolio and charged upon Customer request.