Partnership – Knowing the client’s needs and objectives is the basis for a cooperation based on trust
A careful selection of individual investments based on appropriate risk distribution is a major factor in ensuring that long-term investment targets are met.
Freedom to take decisions and implement them results in the best possible protection of clients’ interests.
Personal contact and a comprehensive, meaningful reporting system create clarity and trust.
Multi-stage checks guarantee that the client assets entrusted to us are handled securely.
The investment process starts by defining a realistic risk/return ratio and the permissible investment universe.
A strategic asset breakdown at the investment category level is primarily responsible for long-term investment success.
Defined bandwidths offer scope for increasing the return or reducing risk and are used actively on the basis of short- and medium-term market and stock evaluations.
Systematic checks ensure compliance with the client’s strategic requirements and consistency of active decisions with the long term goals.