Consulting Approach
Analysis of your Needs
We take time to understand your objectives and needs.
We want to understand what value fluctuations you are
able to tolerate, when you need your original investment
amount for other purposes, and what return you are
expecting to achieve over time.
Development of the Investment Strategy
Based on your individual investment needs, we will
propose a suitable blend of asset classes. We will
explain to you the benefits and risks of individual asset
classes – such as equities, bonds, and real estate.
Then we will agree with you up to which percentage we
can invest into each individual class.
Implementation of the Investment Decisions
Within the agreed investment strategy, we will then
select the most suitable investment products. We use
independent information providers and then screen the
market for the solution available on the market. We then
instruct your custodian bank with the transaction and
control the correct order execution.