Efficient risk management
We work closely with you to define your volume limits per instrument, asset category and currency before you invest, and then closely monitor your investments to ensure these limits are respected. All investment decisions our portfolio managers take are subject to dual control, without exceptions.
The Walser Privatbank Invest S.A. market risk managers continually monitor your position within the overall portfolio management mandates. In addition, an independent strategic partner continually monitors adherence to the investment guidelines and the mandate's risk parameters.