Our Services

Discretionary Portfolio Management

We offer our clients professional, tailor-made discretionary portfolio management with clear objectives and comprehensive reports. Our investment philosophy combines classic principles with the knowledge of the “modern portfolio theory”. An investment strategy that suits individual needs is established through mutual dialogue but the preservation of capital and the achievement of a constant, positive performance is always our highest priority.

Our independence allows us to choose the financial instruments most appropriate for your investment objective. We provide you with regular detailed reports with clear, comprehensible benchmarks. The following target returns apply to our mandates:

Mandate “Defensive”: 3-month money market rate +1%

Mandate “Balanced”: 3-month money market rate +3%

Mandate “Dynamic”: 3-month money market rate +5%

Advisory Services

Within the scope of an advisory mandate, we carry out investment decisions only after thorough consultation with you. This type of mandate is suitable for clients who have an extensive professional understanding of the economic relationships between financial markets and instruments, and enough time to carefully consider such investment decisions.

Consolidation

As a result of our independence, we are able to manage and/or consolidate assets held with different banks and product providers. These can contain asset classes that banks cannot consider, such as properties, private equity, private loans etc. We use a solution especially developed for this purpose and specifically tailored to our clients’ needs.

Family Office

Large client groups appreciate many years of experience in the field of Family Office services, as well as the accessibility and personal attention provided by our partners. This exclusive service may include the following responsibilities:

  • Consolidation of total assets
  • Strategic asset planning with comprehensive asset allocation
  • Selection of asset managers and custodian banks
  • Support in the selection, valuation and management of private equity and real estate investments
  • Yacht and jet management
  • Succession planning
  • Credit card and concierge services
  • Tax and legal advisory services
  • etc.