Our proven record of success in asset management is the foundation of trust. Together, we have decades of experience and successful work in private banking. We have proven that we know our business. You benefit in several ways from this expertise.

Discretionary Portfolio Management

Giving an asset manager a full discretionary mandate for managing your portfolio is an expression of enormous trust. We are very conscious of this mark of confidence. We are pleased to assume this responsibility and, when carrying out your mandate, follow your defined investment parameters and goals consequently.

An asset management mandate involves:

  • ProVidens Vermögensmanagement GmbH making and implementing investment decisions
  • consistently adhering to your investment goals
  • continuous alignment of market, expectations and portfolio
  • continuous monitoring of contractually agreed investment guidelines
  • continuous monitoring of risk parameters of the portfolio
  • frequent information for you via trade notes, portfolio reports, online access and in face-to-face conversations

Asset Advisory

When it comes to asset advisory, we see ourselves as your personal consultant and sparring partner. As such, we incorporate the findings of our investment process into our ongoing dialogue with you. At the same time, we are very open to your own ideas. We research on your behalf and provide you with our evaluation. We actively observe your portfolio, check the risk parameters and ensure that your individual investment goals are met.

However, the final investment decision always rests solely with you. We advise – you decide