Wealth management on mandate basis
Investing your wealth based upon the goals that you have agreed together with us in the investment strategy. Your personal risk profile – made up of your specific risk capacity and risk tolerance – plays a decisive role in the choice of the appropriate strategy and procedure.
In wealth management, we generally differentiate between four investment strategies:
We actively inform you about the geo-political and economic environment and current developments in the financial markets. Using our close contacts with professional market participants and our activity in selected markets, we can advise you on potential market moving developments in a highly efficient manner, developing actionable investment ideas for you to act on.
For broad and more complex asset situations, we actively seek advice from trusted experts, be it in the area of portfolio structuring, investment monitoring or risk controlling.
Family Office services
We provide our clients with a full spectrum of consolidated investment services, including but not limited to estate planning, inheritance provision, tax question and reallocation. In addition, we continually analyse the risk and safety of all assets from “riskless” bank security accounts to complex derivative accounts all while providing our clients 360-degree full-support.