Direct Mandate
Turning LAPIS Analyses into direct portfolio implementation.
We manage portfolios through direct holdings in individual stocks, applying the LAPIS Way through clear, rule-based frameworks rather than structured products.
What are direct mandates?
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
From goals to portfolio step by step.
01
Define your profile
02
Shape the proposal
03
Put it in motion
Analyses
Diversified, quality-focused and equally weighted LAPIS Analyses.
Global
Top 50 Dividend Yield
Global
Midcap 50 Dividend Yield
Global
Brands 50 Dividend Yield
Global
Family Owned 50 Dividend Yield
Global
Sustainable 50 Dividend Yield
Global
Financial Technology 25 Dividend Yield
Interested in investing with us?
Contact our team to discuss your investment goals and see how you can benefit from the LAPIS Way through a Direct Mandate.