Why Choose a Z-Mandate?
Benefit from our Asset Allocation
Through a personalized discretionary mandate, Zeltner & Co applies its independent investment philosophy to align with your specific objectives, providing professional management of your investments for both current and future generations.
Family Values
Rooted in family values, we safeguard your wealth with the same dedication we give to our own.
Personalisation
Get your investments tailor-made instead of generic.
Capital Allocation
A distinctive approach beyond traditional wealth management — investing in alternative assets and niche markets.
Standard Mandate Performance
updated monthly
*Equally weighted average return of Global Balanced Funds from three of the world’s largest wealth managers (by assets under management): UBS (SBCGUQA), Morgan Stanley (MSGLBIU), and Goldman Sachs Global (GWBMUIA).
**Z-Standard Mandate: Paper Portfolio, indexed to 100 as of 04.05.2022. Performance figures are shown gross of any costs, including transaction fees, slippage, taxes, and other factors. As a result, the actual performance of individual mandates may vary.
Our Investment Process
From Insight to Impact
Risk Profile
Key elements such as your risk tolerance, return expectations, investment horizon, and financial objectives are thoroughly assessed in collaboration with you to accurately determine your risk profile.
Strategic Asset Allocation
Strategic asset classes, including equities and alternative investments, along with their target long-term allocations, are determined according to your risk profile.
Tactical Asset Allocation
To capitalise on short-to-medium term trends and macroeconomic circumstances, Zeltner & Co implements tactical changes to your strategic asset allocation defined in step two within boundaries clearly defined by you.
Implementation
We select the best fitting instruments to implement your asset allocation and reach your investment goals.
Monitoring
Your portfolio is regularly reviewed to assess performance, risk indicators, and fees.
Reporting
You will receive comprehensive reports outlining performance and portfolio composition.
Portfolios
Our Strategies
We provide three distinct investment strategies designed to address clients’ varying levels of risk tolerance, risk capacity, and return expectations.
- Aggressive: A portfolio allocation aimed at capital growth.
- Standard: A thoughtfully balanced portfolio designed to offer growth potential with moderate levels of volatility.
- Conservative: A strategy prioritising capital preservation and cash generation.
