Discretionary Portfolio Management

Your capital and your time. Well invested.

Van Lanschot Kempen Switzerland

Discretionary Portfolio Management

In our discretionary portfolio management, we assume full responsibility for asset allocation, portfolio construction, implementation and continuous risk oversight. Every decision is grounded in a disciplined investment framework and aligned with your personal objectives, risk profile and long-term ambitions.

Entrusting us with the day-to-day management of your portfolio frees you from the constant need to monitor markets, interpret volatility and react to short-term developments. You benefit from a disciplined investment process and active management, applied consistently and without short-term bias across market environments. Within this framework, portfolios can, where appropriate, incorporate elements of a personal signature, including selected alternative investments.

This allows you to focus on what truly matters: your family, your business, your strategic priorities and the long-term vision behind your wealth, confident that your capital is managed with discipline, transparency and care.

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Your benefits and your options

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Your Benefits

  • 1.

    Personal Alignment

    Structure without losing personal relevance.
    Your investments are individually calibrated to your objectives, risk tolerance, and overall wealth structure (Strategic Asset Allocation).
  • 2.

    Active Risk Management

    Markets move. Your portfolio adapts - without emotional reactions.
    Continuous monitoring and disciplined adjustments as market conditions evolve. Active risk management and liquidity oversight ensure risks are managed proactively - not reactively.
  • 3.

    Institutional Asset Allocation

    Managed like institutional capital, not retail assets.
    Group investment committee framework built on a clearly defined SAA with disciplined tactical adjustments and forward-looking macro positioning within strict risk parameters. The same rigor as institutional capital, aligned to your objectives.
  • 4.

    Access to broader Opportunities & Product Selection

    Broader opportunity set than traditional balanced mandates.
    Direct equities, tailored solutions, and selected alternatives or private market opportunities where appropriate - structural growth themes and differentiated return sources beyond traditional mandates. Each building block is chosen through rigorous product selection and ongoing monitoring (MRS), supported by our strong relationships with top-tier fund providers.
  • 5.

    Governance & Transparency

    You understand how and why decisions are taken.
    Clearly defined mandate, documented investment process and transparent decision structure and reporting provide you with peace of mind.

Your options

Smart

A model-driven portfolio using quantitative optimisation, focused on risk management across globally diversified, highly liquid asset categories.

Bypasses active portfolio managers to minimize costs, with the model itself responding to market developments.

Active

Invests in high-quality individual companies and funds, with a focus on stock selection complemented by the best active and index-tracking funds.

Globally diversified, actively responding to market developments - performance may deviate from the index.

Index

A cost-efficient, globally diversified portfolio built entirely from index-tracking funds.

Low fees, high liquidity, and broad market exposure - actively responding to market developments without relying on active fund manager judgment.

Sustainable

Invests exclusively in best-in-class and impact funds aligned with the Paris Climate Agreement, targeting zero emissions by 2050.

Excludes fossil industries, reduces CO₂ by 50% versus market average, treating social and financial value equally.

Bespoke

A fully personalized portfolio built around your unique objectives, risk profile and wealth structure.

In close collaboration with you, we design a Strategic Asset Allocation tailored exclusively to your financial goals.
Thank you for contacting us

Tobias Stuecheli

Senior Portfolio Manager

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