Holistic approach for successful investment management
Nothing is as constant as change, particularly in the global economy and finance world. Therefore, for the success of your investment, we offer you continuously systematic investment advice for all types of assets.
We draw up dynamic investment concepts with ongoing monitoring of success and risk. We also take
into account tax aspects and structuring that not only comply with supervisory regulations but are
also efficient. At the same time, our successful investment concepts and products fulfil your
respective financial accounting requirements. These specify the risk budget for high-return and
therefore high-risk investments. Depending on how the capital market develops, we steer for you the
right combination, from fixed income investments, shares, real estate to alternative assets and
thus make the best possible use of the risk budget.
As an independent, owner-managed private bank, we base our decisions on our own research. In addition to micro and macro-research for the capital markets, our research also includes precisely the financially viable, dynamic analyses that institutional investors require.