1) Preserving your wealth
The main goal is preserving your wealth. Together with you we develop an investment philosophy based on your personal situation.
2) Increasing your wealth
The second priority is increasing your assets. At the beginning of our association we set, together with you, the investment goal and determine the appropriate risk profile. This provides the basis for a personal investment allocation, taking our current investment policy into account.
3) Monitoring your assets
The consolidated statement of your assets (derived from our in-house, well-proven portfolio management system) and the scrutiny of investment parameters is a daily task. We constantly analyse the financial markets and adjust our investment policy to meet changing conditions. Regular reporting is just as important to us as personal meetings with clients.