Wealth Management
With our strategies we support you professionally and competently.
Customer relationships revolve around trusting reliability-based cooperation. Comprehensive investment consulting and planning is based on a professional and solution-oriented investment approach implemented with first-class products.
Our active portfolio management:
- Tactical & strategic asset allocation allows to react rapidly on market changes
- Independence regarding product choice
- Correlation and diversification reduce the overall risk
- Product selection is based on fundamental valuation principles as well as costs and liquidity
- Risk management: constant monitoring of markets and corresponding portfolio adjustment
- Achievement of gains by individual customer needs
Expertise in various asset classes:
- Stocks / investment funds / ETF
- Fixed income securities (such as government and corporate bonds)
- Precious metals (physical safekeeping of ingots and coins)
- Hedge funds and private equity investments
- Real estate
- Structure products and other traded securities
- Currency deposits (currency and fixed deposit accounts in all major currencies)