OUR MANDATES

By granting a management mandate to Gablau Invest Sàrl, you entrust us with the oversight of your investment portfolio. Together, we define the custodian bank, investment objectives, and preferred reference currency.

We then manage your assets in accordance with the agreed strategy and arrange regular reviews to discuss portfolio performance and market developments.

Our team continuously monitors financial markets and adjusts asset allocations when necessary to ensure your portfolio remains aligned with your long-term investment goals.

DISCRETIONARY MANDATE

By gaining a detailed understanding of your objectives, financial circumstances, and investment expectations, our specialists design a personalized portfolio aligned with your risk tolerance and long-term goals. A tailored investment strategy is established and continuously refined to reflect changing market conditions.

Comprehensive reporting and up-to-date portfolio information remain accessible at all times, with regular reviews available to discuss performance and strategic adjustments whenever needed.

ADVISORY MandatE

Your portfolio manager, supported by our asset management team, regularly presents selected investment ideas aligned with your defined strategy and risk profile.These proposals are based on ongoing market analysis and are designed to support informed decision-making at the right time.

Ultimately, all decisions remain entirely yours. You retain full control and may choose to buy or sell any financial instruments according to your preferences.