Private clients:Portfolio Management & Advisory


1875 FINANCE operates either under the terms of a discretionary or an advisory management mandate. After reviewing your needs, we fully customize a strategy matching your profile, investment objectives and specific risk tolerance.

Discretionary mandate

If you choose a discretionary mandate, you entrust the management of your portfolio to our asset management team and investment committee. You benefit not only from the experience and expertise of our investment professionals (human) but also from our highly performing tools (machine). We actively manage your portfolio and adapt it to market dynamics in order to minimise losses during volatile phases.

Advisory mandate

If you choose an advisory mandate, we act as a sparring partner by confronting your investment ideas as well as providing advice on asset allocation, single lines and investment vehicles.

For more information


Should you require any additional information, do not hesitate to contact our team of specialists.

Get in touch


Any questions?
We would be happy to provide you with more detailed information about 1875 FINANCE.

More links


Our new independent model.
Discover the approach and values that set 1875 FINANCE apart.

Read more