OUR SERVICES
Asset Management
We manage your assets independently and independently of banks or insurance companies in individual asset management tailored to your wishes..
Your personal and individual goals determine the investment strategy and the composition of your portfolio. We generally pursue a long-term, value-oriented investment approach and avoid unnecessary and too frequent transactions.
Based on the findings of modern portfolio theory, we strive to sustainably increase the value of the assets entrusted to us with as few fluctuations as possible. We only invest in transparent investment opportunities. This allows us to identify and minimize risks at an early stage.
By granting you an asset management mandate, you benefit from the many years of experience of our employees, free yourself from individual decisions and use the freedom that comes from your material independence. Despite everything, it is also important to us that you understand at all times how your assets are invested.