Individual mandate
Are you looking for active and reliable portfolio management for your private assets, business assets, or foundation assets? Get in touch with us! We will design an investment strategy tailored to your personal objectives and preferences. You will be supported by an experienced portfolio manager who will always put your interests first.
Our investment approach
Decades of experience have taught us what matters when it comes to investing assets. As a customer, you benefit from a wealth of experience, expertise, and personal support.
Fundamental research
Every investment decision is based on careful, fact-driven analysis. We use specially developed research tools to help us.
Actively managed
We deliberately do not use benchmark indices as a guide. Every single investment must meet strict requirements and have an attractive risk/reward profile.
Global perspective
It is not the origin of an investment that is decisive, but its quality. If you want to take advantage of opportunities, you have to look beyond national borders.
Long-term investment
We see the purchase of a share as a long-term investment in high-quality companies. Even if the share price fluctuates in the short term, in the long term it usually follows the company's business performance.
Overview of asset classes
The core of our strategy is the broad distribution of managed assets across various asset classes. This allows us to limit market risks and take advantage of diverse income opportunities. The respective weighting is based on your personal investment goals, your security needs, and your experience.Personal advice
Long-term successful cooperation is based on your trust and our expertise. To achieve this, we want to get to know you and understand your investment goals and needs—so that we can work with you to develop an investment strategy that you feel comfortable with in the long term. Of course, partnership-based support includes regular contact and transparent, clear reporting. We value continuity in our support and personal dialogue with you.
How can we help
We can answer all your questions and address all your concerns in a personal conversation. Simply call us to make an appointment or send us an email. We look forward to hearing from you!
Give us a call
Would you like to speak to us personally? We look forward to your call.
Get in contact
We are also happy to answer your questions by email.