To achieve first-rate results, to constantly deal with the matters entrusted to us, requires permanent dialogue. We have cultivated a consulting model built on two solid pillars where a two-way dialogue with you is at the heart of all we do.

As your relationship manager, we are responsible for taking care of all matters and conduct the strategic dialogue. We work with you to define your investment strategy, find the right solutions and also take care of the details that are beyond traditional portfolio management. To achieve this, we make active use of our extensive network of experts and specialists. We constantly keep you in the loop and are your permanent dialogue partner and listener.

As your portfolio manager, we have access to all capital markets, as well as the research of leading banks and investment companies. In day-to-day business, we look after your liquid assets, manage your portfolio and provide you with up-to-the-minute advice on the capital market.

As a small and independent company, we are lean and efficient. For you, this means: greater performance – lower costs.

Core of our consulting model is our promise to you that we are entirely free of third-party contributions whatsoever and therefore free of any conflicts of interest. This is an integral part of the contract you conclude with us and also of the cooperation agreements with our private banks.