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INDIVIDUAL WEALTH & ASSET MANAGEMENT FOR PRIVATE CLIENTS

The building blocks of individual wealth & asset management

Our clients particularly appreciate the fact that portfolios can be tailored to their individual needs.

Delegation of investment decisions with a personal fingerprint
Tailor-made solutions for private investors
Individual development of your investment strategy with our experts
Individual development of pricing models, performance-based remuneration with/without hurdle rate, high watermark
INDIVIDUAL WEALTH & ASSET MANAGEMENT FOR PRIVATE CLIENTS

Options for individualization
of the portfolio specifications

Asset allocation

✓ Determination of the permitted/prohibited asset classes

✓ Definition of the individual tactical bandwidths of your portfolio

✓ Tailor-made

✓ Composite benchmarks according to your restrictions

Share allocation

✓ Exclusion or instruction for regional allocation

✓ Exclusion or instruction for equity allocation in currencies

✓ Exclusion of industries

✓ Determination of maximum sector allocation

✓ Determination of the permitted market capitalization segments

✓ Investment in special topics

✓ Exclusion of issuers

Bond allocation

✓ Exclusion or instruction bond allocation in sub-asset classes (e.g. corporate bonds)

✓ Definition of neutral and maximum quotas for different ratings

✓ Determination of the maximum maturity structure

✓ Determination of permitted foreign currencies

✓ Exclusion of issuers

INDIVIDUAL WEALTH & ASSET MANAGEMENT FOR PRIVATE CLIENTS

Overview of our investment strategies

Investment strategy / Risk class Risk tolerance Investment horizon Investment universe / Investment limits
Offensive High more than 10 years
Liquidität Liquidity up to 100 %
Renten Pensions up to 100 %
Aktien Shares up to 100 %
Alternative Investments Alternative investments up to 20 %
Risk-oriented Higher 8 to 10 years
Liquidität Liquidity up to 100 %
Renten Pensions up to 100 %
Aktien Shares up to 80 %
Alternative Investments Alternative investments up to 20 %
Balanced Increased 6 to 8 years
Liquidität Liquidity up to 100 %
Renten Pensions up to 100 %
Aktien Shares up to 60 %
Alternative Investments Alternative investments up to 20 %
Safety-oriented Low 3 to 5 years
Liquidität Liquidity up to 100 %
Renten Pensions up to 100 %
Aktien Shares up to 40 %
Alternative Investments Alternative investments up to 10 %
Conservative Very low 3 to 5 years
Liquidität Liquidity up to 100 %
Renten Pensions up to 100 %
Aktien Shares up to 10 %
Alternative Investments Alternative investments up to 5 %
INDIVIDUAL WEALTH & ASSET MANAGEMENT FOR PRIVATE CLIENTS

Overview of our investment strategies

Professionalism

✓ Professional securities management

✓ Holistic approach: Together we work out

✓ Your investment profile Your specifications are set out in an asset management agreement

✓ Daily monitoring and regular reporting

Delegation

✓ Global investment universe

✓ You retain sole power of disposal over your assets

Customizability

✓Investment strategies developed individually with our experts and joint development of your investment guidelines

✓ Access to exclusive special strategies

CONTACT

Talk to us

We would be happy to talk to you personally without obligation. Together we can protect and increase your assets in the long term. Rely on our expertise and experience.