The core activity of BERAUK is the provision of financial services, particularly in the areas of: Discretionary Portfolio Management (management of investment portfolios at its own discretion), Investment Advisory (investment consulting), and Structuring and Arrangement (structuring and organization of financial transactions). The company offers these services as a portfolio manager and is subject to the requirements of the Swiss Financial Services Act.
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Industry:External Asset Management
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Discretionary mandates with bespoke portfolio construction, active asset allocation, structured products, and implementation via custody accounts or single-ISIN Actively Managed Certificates.
Investment Advisory
Advisory mandates with customised portfolio construction, tactical allocation support, structured product ideas, portfolio reviews, and platform-agnostic advice across private banks and custodians.
Structured Solutions
Bespoke structured products design and arrangement across equities, rates, FX, credit, and commodities, with custom payoffs, pricing, lifecycle management, and scenario modelling.
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