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Personal wealth management

Analogous to investment advice we commence with a clarification of the client’s specific situation and base the investment parameters on the resulting information. Our clients then mandate us with the active management of their assets. Decisions regarding the investment of assets in bonds, equities or investment funds are taken by us. We monitor all portfolios, ensure that the agreed parameters are complied with and adjust the portfolios accordingly.

In accordance with our conservative investment approach, we invest exclusively in tradable securities issued by companies with sound balance sheets.

We allocate our clients’ assets such that the requested amount of liquidity is secured at all times, optimum returns are generated and maximum security is guaranteed.