You choose the bank to which you wish to entrust your money, we manage your assets.
Selection of the appropriate bank
Monitoring of bank transactions
Consolidation of securities accounts at different banks
* services covered by external specialists
What you can expect from us
Investment advisory & asset management
Are you aiming to safeguard family members or retirement provisioning? Are you looking for asset preservation or asset growth? Do you even want to invest a portion of your assets speculatively? You are our client. The choice is yours! We provide you with personal, discreet advice. We take the time to provide investment consultancy, asset management, holistic support and comprehensive planning. Our goal is not to make a quick profit, but your long-term success! As we work together with many banks, an optimum network of relationships is available. Thanks to a close contact to the market, we closely monitor interesting and promising developments (megatrends), wherever these may arise. This also includes international financial markets. This comprehensive network enables us to optimize the performance of your portfolio on an ongoing basis and to respond in good time to changes.
All of our employees have long-standing professional experience – including in the field of financial consultancy. For this reason, we not merely provide information, we also conduct joint analyses with the client in order to bring the financial environment into line with his or her individual situation. Money is a very personal matter. For this reason, mutual trust is one of the most important factors. You can count on us. Our network of relationships – all first-class specialists – is available to you for tax optimization as well as for inheritance planning. Specialists who help us identify the optimum solution for you. Today and in the future.