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
