What services do we offer?

• 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.