Our Services

  • Connector.Connector.

    Discretionary Portfolio Management

    We manage our discretionary mandates based on traditional values » More Information

  • Connector.Connector.

    Custody & Safekeeping

    Custody, safekeeping, corporate actions management, etc. » More Information

  • Connector.Connector.

    Securities Trading

    Buy / sell order of securities, funds or precious metals, etc. » More Information

  • Connector.Connector.

    Family Office Services

    Global assistance to our clients: inheritance, estate, administration, and any other form of legal assistance or counsel » More Information

  • Connector.Connector.

    Other Banking Services

    Mourgue d’Algue & Cie also offer various other services » More Information


Discretionary Portfolio Management

We manage our discretionary mandates based on traditional values, the selection of individual stocks and bonds and, when appropriate, physical gold – held in our vaults. We also use a selection of funds for exposure to markets where the Bank does not have adequate expertise or at the client’s request.

Our mandates are managed according to the following risk profiles :

  • Agressive
  • Dynamic
  • Balanced
  • Conservative
  • Income
  • Or tailored to meet the client’s explicit requirements

Clients wishing to capitalize income and capital gains for tax purposes are offered a portfolio management service focusing on a selection of funds and based on the above risk profiles.

We also manage an in-house fund:

  • UNIM, a Swiss real estate fund managed since 1963 by Progestfonds SA, a fund management company majority owned by the Bank.

Custody & Safekeeping

Mourgue d’Algue & Cie holds in custody, as nominee, the securities entrusted for safekeeping by its clients. The Bank administers coupon and dividend payments, rights issues and other capital events, as well as any technical operation linked to portfolio management and custody services.

Our custody & safekeeping service is at the disposal of those clients who, rather than entrust the Bank with a discretionary portfolio management mandate, prefer to manage their account themselves.

The Bank also assists clients who prefer to act on their own decisions with a separate Advisory Mandate.

Finally, the client is free to assign, under its own responsibility, a management mandate to an external party, often an independent asset manager.

Securities Trading

Mourgue d’Algue & Cie are active on all major world stock and bond markets and can efficiently execute any buy or sell order of securities, funds or precious metals on behalf of their clients.

Mourgue d’Algue & Cie can also trade on most spot and forward currency markets.

Mourgue d’Algue & Cie invest in the money markets via term deposits with banking establishments of the highest standing.

Shares
Bonds
Funds
Precious Metals

Family Office Services

Mourgue d’Algue & Cie assist their clients in all legal matters including inheritance, estate, and any other form of legal assistance or counsel which may be required for the management of their clients’ estates and wealth.

As part of their mission to offer quality advice whatever the circumstances, Mourgue d’Algue & Cie can also assist their clients in fiscal matters. This service includes assistance with tax return preparation, private accounting management, payment of bills and salaries, and domiciliation.

Other Banking Services

Mourgue d’Algue & Cie also offer the following banking services:

  • Cashiers Operations
  • Foreign Exchange
  • Money Transfers
  • Cheque Books
  • Credit and Debit Cards
  • Individual Safe Deposit Boxes
  • E-Banking