Taking a holistic approach to achieve the best results
Based on a comprehensive analysis, we develop your customised asset concept that is optimally
aligned with your life situation.
To start with, we conduct a thorough analysis of your current financial and personal
situation. We record all assets and liabilities in a private asset and liability statement and
build up a picture of your cash flows. After that, we consider and evaluate your investments in
terms of structure, returns, risks and tax issues and forecast their course of development. We help
you to plan your life by optimising succession in property rights and old-age provision.
We present to you the results of this analysis and the recommended course of action we derive
from it in a well-prepared and clear way.
We see this procedure not as a one-off task but as an ongoing process. The wide variety of factors
that can influence your life and your goals require regular examination and may need to be adjusted
to changes in your situation.
With this holistic approach we can achieve for you above-average returns with a good
Manfred Bruhn · Erich Waller
Ferdinandstraße 75 · 20095 Hamburg
Tel. +49 40 3282-2400
Fax +49 40 3618-1112