Montec Capital
Services
Institutional management dedicated to private clients, complemented by the management of vested benefits accounts.
Institutional management dedicated to private clients
MONTEC CAPITAL applies to private clients the management standards of institutional investors. Every portfolio is built on four golden rules, namely risk control, capital protection, transparency and liquidity, and structured around three allocations: a long component (high allocation), an alternative component (limited allocation) and a tactical component (flexible allocation). The asset allocation is constructed according to the client’s risk tolerance and return expectations, following a rigorous, dynamic and tailor-made investment process; the portfolio and its composition are reviewed regularly.
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Risk control
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Capital protection
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Transparency
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Liquidity
Mandate structure
Your assets stay in your name
Assets remain deposited in the client’s name with a partner custodian bank. MONTEC CAPITAL manages them under a mandate, with a power of attorney limited to management.
An account in your name
Your assets are deposited in an account in your name with a leading partner custodian bank, which sends its statements directly to you.
Select a step, a party or a link in the diagram.
Libre Passage account management
Vested benefits (Libre Passage) assets are often under-used, left in accounts that earn little. MONTEC CAPITAL manages them actively, under a FINMA authorisation to manage assets of occupational pension institutions (art. 24 para. 2 let. b FinIA), within an efficient operational framework and at minimal cost.
Contact
Let’s work together on your next project
Beyond words and explanations, and in keeping with our personalised approach, please do not hesitate to contact us.