Individual and independent
To us, a personal conversation marks the start of a collaboration based on mutual trust. Our clients’ individual requirements and wishes provide the starting point for us to jointly develop an investment strategy tailored to their assets and risk profile.
Our fees are based on volume or performance. They only rise if and when the value of our clients’ assets increases. We do not generate profits through trading or structuring of financial products.
We provide our clients with semi-annual reports as well as our assessment of market development, and they are encouraged to discuss performance and strategy with us at any time.