You are looking for professional asset management? Your request is active support in the definition of your individual investment strategy? You request an independent partner to support you holistically in financial matters?
Target-actual – casting a neutral view on your current economic baseline
A decisive factor to ensure long-term success of your intentions is the detailed analysis of the economic baseline. A personalised dialogue assists in achieving a neutral analysis of the current structure of your assets, supporting your targets and needs, defining jointly the scope of required services.
Hand in hand – a tailor-made investment strategy leads to long-term success
We jointly define your personal investment strategy in accordance with your investment preferences, your risk carrying capacity and –appetite as well as your rate of return expectations. We guide and escort you in a sustainable and long-term manner. Our focus will always concentrate on the most suitable solution for your personal requirements.
Selective and diversified – within the context of clients’ strategy and the prevailing market conditions
You choose the tune, we add the rhythm and the appropriate instruments to achieve the desired harmony. A professional team consisting of investment professionals deploys their skills on a daily basis to support your defined investment targets, whilst supporting a safe and transparently structured investment process, protecting your assets.
Risk and reward characteristics of your portfolio are optimised by way of diversification into different asset classes, markets, business sectors and currencies. As an independent asset manager we are not exposed to conflicts of interests in selecting the appropriate investment decisions.
Risk conscious and transparent – bearing in mind a long-term and sustainable partnership
We build our business on sustainable, long-term partnerships and monitor continuously within the parameters of a continuous risk management tool the defined asset allocation. A neutral reporting, unobstructed by banks’ interests will grant you a constant overview on your asset situation and the performance of your investments. Our tools ensure that we are in the position to report in detail on an individual basis as well as from a consolidated perspective, for instance in case of multiple portfolio relationships.
