We specialize in individually tailored asset-management mandates for private individuals, trusts and charitable foundations.

 

Together with you, we carefully compile the individually appropriate risk/return profile for your investment strategy. Here, the focus is on an analysis of needs regarding your financial possibilities and goals – for instance, asset accumulation, value retention, family and retirement provision. Of course, we shall take into account your personal preferences. 

 

Along with the conferring of the asset-management mandate, we shall determine a suitable investment strategy on the basis of your needs and possibilities. With the limited management mandate at your custodian bank, we are able to manage the portfolio on your behalf. We also negotiate any bank conditions for you. 

 

Subsequently, we shall regularly report to you in person on the development of the investments and our assessment of the financial markets.  

 

Everything begins with meeting you in person. We look forward to getting to know you.