Discretionary asset management according to precisely defined guidelines, a long-term investment horizon and conservative approach. The long-term maxim is asset growth.
The fundamental assessment of financial markets, the relative evaluation of asset classes and our political appraisals are the groundwork for our decision-making. Short-term swings in the financial markets are deliberately excluded to avoid any precipitousness and misguided actions.
Reduction in the investment risk through broad diversification of the portfolio, both beyond and within the various asset classes (cash, stocks, bonds, real estate, precious metals, alternative investments).
Access to a wide range of high-quality investment solutions.
How do you benefit specifically?
More security, as we assume responsibility for your portfolio
You save time, while we keep an eye on the financial markets.
You have a clearly defined, personal contact, who is always available to you.
We keep an eye on economic and geopolitical circumstances for you and take this into consideration in the investment policy.
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