Fair and tailor-made asset management solutions

Embark with us on your own journey. On the basis of the findings in a personal dialogue we provide independent asset- and portfolio management tuned to your requirements. You choose the tune, we add rhythm and the appropriate instruments to achieve the desired harmony. A professional team of investment experts commit themselves in a daily routine to monitor your investment objectives and supports you by way of a structured investment procedure adding safety and transparency to your assets.

We endorse in sustainable and long-term relationships among partners and monitor within the framework of a continuous risk management procedure the determined asset allocation to ensure that the tune matches with your risk appetite, enabling you to consciously and comfortably concentrate on your own work and leisure time.

Investment Controlling designed to holistically supervise your assets

We accompany you as an independent partner in the holistic supervision of your assets. Assigning an investment controller is laying the cornerstone for a sustainable, cross-generation and optimised implementation of the investment objectives as defined by yourself.

Market analysis for private investors (The Monitor)

As one of the first practitioners in Europe we offer an active financial market analysis on the basis of “New Finance”, tailor-made for institutional investors, financial intermediaries, banks, insurance companies as well as private individuals in the following sectors:

- Securities by regions
- Securities by sectors
- Currencies

Applying scientific and practical findings we for over two decades compile and issue financial analyses under the label “The Monitor” – now in its ninth revised “generation”.