Actual/target comparison with a neutral view of your starting position

A detailed analysis of the current situation is crucial for the long-term success of your projects. During a personal consultation, we take a neutral look at the current structuring of your assets and address your goals and wishes in order to jointly determine a scope of support that meets your needs.

Hand in hand – tailor-made for long-term success

Together with you, we define your personal investment strategy according to your investment preferences, your risk capacity and risk tolerance as well as your return expectations. The goal is a customised solution according to your ideas. We accompany and support you sustainably and in the long term.

Selective and diversifying – with clearly structured processes

You choose the melody, we choose the rhythm and the appropriate instruments for the right sound. Each day, a professional team of investment experts is committed to the investment objectives you’ve defined and uses a structured investment process to give you the necessary security and transparency over your assets.

To optimise your portfolio’s return and risk characteristics, we pay attention to a broad diversification of various asset classes, markets, sectors and currencies. As an independent asset manager, we make our investment decisions free of conflicts of interest.

Transparent and consistent – for a responsible partnership

We focus on a sustainable, long-term partnership and monitor the defined asset allocation as part of an ongoing risk management process.

With a reporting system that’s independent of custodian banks, you always have an overview of your asset situation and the overall performance (return contributions) of your investments. And if there are multiple portfolio relationships, we can provide you with an evaluation on both individual and consolidated levels.