Wealth management – personal, expert and tailored

At a glance:

• Development of a customized investment strategy that promises to provide the most benefit and measurable results for you..
• Our investment and wealth experts monitor your investment portfolio systematically and are at your service day in, day out. In this way, we ensure your tailored investment strategy is both implemented consistently and aligned with the latest developments in the financial markets. Naturally, your wishes and any restrictions are taken into account.
• We communicate openly and fairly, as ensuring full transparency is a top priority for us. For as long as our company has been in existence, we have considered that any retrocessions received or other pecuniary gains belong strictly to you. You are kept informed about your investments, the performance to date and the costs through our clear, concise asset reporting.
• When it comes to portfolio diversification, have you considered taking advantage of additional return opportunities through further spreading of risk? Thanks to our wide access to traditional and alternative investments, especially private market investments, we are always able to offer you suitable instruments.
• Variable implementation options – through full mandates or partial mandates for individual asset classes. Thanks to open architecture access to bank selection and financial products (best-in-class approach), we can offer you maximum flexibility.