Wealth Management
Family-owned
As a long-standing single family office, we have built trust and proven continuity with our owner family and our private and institutional clients since 1957.
Partnership
lived
Knowing your needs, goals and values is the basis of a trusting cooperation.
Individuality
We support you in the development of an individual and personal investment strategy, which takes into account the expected return, the risk capacity as well as the risk tolerance.
Independence
Our experienced asset management team makes investment decisions independently and implements them consistently in the sole interest of our clients. We always think and act in your best interest.
Innovation
We are creative and think outside the box. We strive for continuous improvement of our service, are authentic and deliver what we promise.
Comprehensible communication
We report to you transparently and regularly on returns, risk, investments and communicate our market assessment in a clear and understandable way.
Your personal
family office
We are with you on a long-term, personal basis and act as your central point of contact for financial and legal issues. Thanks to our broad network, we can answer and coordinate complex questions in cooperation with external partners.
Disciplined
implementation
We consistently and cost-effectively implement the strategy defined with you at the custodian banks of your choice.
Transparency
& Costs
We offer complete transparency in the area of costs and credit any retrocessions to our clients. In addition, our clients benefit from our advantageous banking conditions, which we have negotiated on the basis of the assets of the owner family.
Our investment process
Investment philosophy
Best investment quality with attractive yield prospects at optimal conditions.
More informationInvestment Committee
The Investment Committee reviews the strategic and tactical asset allocation on an ongoing basis.
More informationUnivest Asset Universe
Diversified investment selection combined with opportunities
More informationReview
Your investment profile and the guidelines you set are subject to ongoing review.
More information