- Asset management for private clients
- Investments in fungible securities, funds, derivatives, currencies, metals and commodities
- Periodic reporting
- Specific asset allocation
- Support and solutions on inheritance
- Procurement of trusts and companies
- Account opening domestic and international
Another advantage is the consistent personal relation between the client and his adviser. This ensures a farsighted and persistent investment strategy. With many of our customers we share a long lasting relation often over several generations.
Despite the individual approach, there are common asset allocation models, which take different return expectations and risk profiles into account.
After we defined a strategy for you, we will work out an individual portfolio. The chosen risk/reward model is the guidance to which extend we invest in specific instruments.
The efficient frontier model detects the portfolio combination with maximum return at a defined risk. The asset allocation in the models is a guiding value. The main goal of our advisory service is to find the right risk/return ratio.