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Direct Mandate
We manage portfolios through direct holdings in individual stocks, applying the LAPIS Way through clear, rule-based frameworks rather than structured products.
Individual securities. We invest through direct holdings in listed equities rather than using structured products.
Equal-weight. We build portfolios with an equal-weight approach to reduce concentration risk and maintain balanced exposure.
Customized. We tailor each portfolio to your objectives, risk profile, and long-term investment goals.
How it works
We listen to your investment objectives, time horizon and risk tolerance to define a clear Direct Mandate profile and strategic asset allocation.
We design a clear, rules-based portfolio plan using our Analyses and your specific objectives.
Analyses
Global
Global Innovation Leaders 50 Dividend Yield
The LAPIS Global Innovation Leaders 50 Dividend Yield Analysis is composed of each of the Top 10 companies of the following LAPIS Analyses: Software Technology, Medical Devices, Semiconductor, Financial Technology and 5G & IOT. All companies in our equally weighted equity analysis have a market capitalization greater than USD 25 billion and 80% of them have paid uninterrupted and continuously increasing dividends over the last 5 years.
Global
We support the opening of an account with a Swiss custodian bank, implement the agreed strategy, and actively manage the portfolio through direct holdings in listed equities.
The LAPIS Global Sustainable 50 Dividend Yield Analysis is composed of the top 50 worldwide sustainable companies, with leading ESG qualities. The stocks are equally weighted with a market capitalization greater than USD 5 billion and with uninterrupted and continuously increasing dividend payments over the last 10 years.
