Wealth Management
Need a solid and reliable partner to protect and develop your wealth? Our experts take care of discretionary portfolio management.
We offer a wide range of services including bespoke asset management solutions, active advisory, market research and opinion as well as consolidated risk and performance reporting and consulting. Your investment specialist invests your funds according to your specifications and to your carefully established investment-risk profile. By regularly monitoring the risk, we ensure that your portfolio is in line with your risk profile and goals.
Our range of services at a glance:
- Portfolio Management & Advisory
- Asset allocation recommendations
- Trading ideas
- Definition of investment strategies
- Wealth structuring
- Creation of model portfolios
- Publications of market insight
- Portfolio and performance analysis, investment proposals, second opinion
- Consolidated risk and performance reporting
Our team will be happy to answer your questions.