Your personal Private Banking Relationship Manager (RM) of Mercantil Bank (Schweiz) will work directly with you in order to prepare a personalized investment proposal. We will design a process centred in short, medium and long term objectives in order to reach your financial goals. The process includes the following steps:

  • Your Relationship Manager will dedicate all time necessary to fully understand your objectives and goals. The RM will consider all aspects of your financial profile. This includes your risk tolerance, expected rates of return, investment time horizon, structure of assets, liabilities and financial investments, liquidity requirements and financial experience. Then, the RM will present an investment proposal streamlined to your situation, with the assistance of a professional team with ample experience in this area.

  • You will have access to the main global markets in order to implement your strategy. Our suggestions include fixed and variable income investments, mutual funds, structured products, operations in the foreign exchange market and a broad catalogue of third-party managed products.

  • Your RM will periodically review your investment strategy to guarantee the fulfillment of your financial goals. You can exercise effective portfolio control through the electronic platform placed at your disposal.

  • You will be able to communicate with our RM in person or by phone, as frequently as you like. You will also be able to get in touch with us using the Secure Mail in our Online Banking.

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