Masterful wealth development by experienced hands
With customised asset management, it is easy to benefit from the bundled experience of our
portfolio managers. We have developed an investment process that enables the best results to be
Your personal wishes dictate the guidelines for the compilation of your portfolio; that
means, you decide whether you want to invest your assets in an opportunity-orientated or a cautious
way. In the course of our investment process we then take the top-down approach, that means, our
experts take into account all market-relevant factors, such as economic situation, growth
prospects, inflation, interest rates and other parameters. Following that, if the asset allocation
in shares, bonds and cash are in keeping with the guidelines that you have provided, the next step
is to choose the most promising industry sectors, currencies and terms.
Finally, we select the best particular investments; this selection is supported by our widely
acclaimed research analysts and international partners. Following the guidelines jointly set, your
portfolio manager puts together a customised portfolio for you.
We measure on an ongoing basis the developement of your assets against the market and the
investment and risk guidelines you have chosen. Our proactive management ensures that we react
quickly, flexibly and dynamically to deviations and changed conditions.
pleased to meet with you in person to present the success of our customised asset management using
Manfred Bruhn · Erich Waller
Ferdinandstraße 75 · 20095 Hamburg
Tel. +49 40 3282-2400
Fax +49 40 3618-1112