SERVICES

You define how your assets should be managed by us.

 

Based on your risk profile, we define the investment strategy with you. Based on these guidelines, we will create a tailor-made solution for you to invest your assets with the selected custodian bank.

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INVESTMENT STRATEGIES

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As a client, you can choose one of the following investment strategies with us:  

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- Conservative

- Income

- Balanced

- Growth

- Equities

- Individual

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ASSET CLASSES

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In addition to the traditional asset classes, we are increasingly offering alternative investments like private equity and private debt in our client portfolios. In traditional asset classes, we specialize in emerging market bond and high-yield bond investments.

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Private equity

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Through our network and partners, we have exclusive access to interesting IPOs or private equity/venture capital funds, which invest in this alternative asset class. Private equity investments are used in our mandates depending on your investment strategy.

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Private debt

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Due to the low correlation to the traditional asset classes / markets and the interesting risk / return approach, this alternative asset class has gained interest in recent years. Depending on the client's investment profile and strategy, such investments are a component of our alternative systems.