---
title: "Types of mandate - Customized Asset Management"
description: "Our mandates are customized to the needs and goals of our clients. Personal relationships are very important to us. Get to know us."
url: "https://www.hotz-partner.ch/en/institutional/types-of-mandate"
date: "2026-06-04T02:21:00+00:00"
language: "en-GB"
---

#  Types of Mandate

Each client has an individual starting point in terms of asset management needs and objectives. While some entrust us with the management of their entire securities assets, others seek mandate solutions for individual asset classes.

We manage different types of mandates starting at around CHF 1 million target volumes, with all portfolios being managed as segregated mandates. We offer the following options:

- **Mixed mandates (sustainable):**
    Mix of equities and bonds; if required, real estate can also be added as indirect investments
- **Equity mandates (sustainable):** Swiss equities, global equities and global equities ex Switzerland
- **Bond mandates:**
    Mix of corporate and public-sector bonds, at least investment grade quality, various reference currencies

 [We look forward to provide you with detailed information on specific inquiries, prepare an offer and accept your RFP (request for proposal).

Contact us

 ](https://www.hotz-partner.ch/index.php?Itemid=334&lang=en-GB)

 ![Lilly Ottenburg](https://www.hotz-partner.ch/images/team/ottenburg_lilly.jpg)

> «We are constant, always transparent and fair. Our long-standing clients confirm this!»Lilly Ottenburg, Assistant

 [ Asset management for institutional investors ](https://www.hotz-partner.ch/index.php?Itemid=326&lang=en-GB)

 [ Portfolio Management ](https://www.hotz-partner.ch/index.php?Itemid=328&lang=en-GB)

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