We take the time we need to get to know your specific requirements. Your personal situation takes centre stage. Ongoing cooperation and a constant communication with you are extremely important to us, because asset management requires trust. As we aim for long-term success, security, diversification and quality play a central role in our investment objectives. Our goal is long-term cooperation in a spirit of partnership.

Our team specialises in investment advisory and asset management services and boasts many decades of experience in management and finance. All our client advisors have been active in the financial markets and followed market developments for many decades. We have access to the information and analyses of all the big market players. We base our investment decisions on a wide range of options and the best-in- class approach, because as an independent asset manager we are not bound to a single bank and its products.

Our objective is to pursue a personal investment strategy tailored to you on the basis of the jointly developed risk and investment profile, with the aim of preserving and steadily increasing your assets. Your assets are held in your name at a custodian bank you designate. We maintain a close working relationship with your chosen banking institution.
The complexity and information on the financial markets is constantly increasing. This means that the need for sound advice is continuously increasing. We show you the many investment options and explain their opportunities and risks to you in order to achieve a balanced weighting and to have a complete basis for decision-making.