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Mantor SA

Summary

About the company

The core activity of Mantor SA is investment consulting and wealth management, particularly in the field of investment management.

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Offering

Products & services

Industry:External Asset Management

✓ Offered8

Wealth management

Wealth management for private and institutional clients, with discretionary mandates, advisory services, personalized investment solutions, custodian bank selection, and regular portfolio follow-up.

Portfolio management assistance

Portfolio management assistance combining fundamental, technical and risk evaluation, with strategy building, simulation and backtesting, tailored to client constraints.

Discretionary wealth management

Discretionary wealth management with tailored investment solutions, daily monitoring, weekly review, adjustments when appropriate, and regular statements and performance estimates.

Advisory services

Advisory services for clients defining investment objectives, time horizon, risk-return profile, and personal investment plans, with regular follow-up and support.

Investment research and market analysis

Investment research and market analysis supporting portfolio construction, model portfolios, risk analysis, and weekly financial market meetings.

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Mantor SA

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Mantor SA

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