Professionalism and independence
Our strategy for structuring your portfolio and safeguarding your investments is based on customised asset placement. Guided by your personal ideas, we organise your individual portfolio. In doing so, we not only make use of the products offered by the banks, but also utilise our own instruments that we have developed on the basis of our experience and market observations.
In order to provide sound recommendations, we use asset allocation models that we have perfected down to the last detail and tailored to your individual requirements with respect to liquidity, risk, and time horizon. We also monitor the products offered by the banks.
Sound risk management, situation analyses, and immediate intervention wherever necessary are the security that you need for your assets.
Private Banking
Family Office Services
Speciality Services
Asset Management