Our Claim

Our goal is to preserve and increase our clients' assets over the long term.

What we strive for

Economic independence and neutrality ensure customer-oriented decisions. Loyalty and discretion are essential cornerstones when dealing with investors who entrust us with their assets.

Long term investing

Our investment philosophy is focused on capital preservation. When selecting securities, we pay attention not only to the solidity and profitability of a company, but also to the price we pay for it. We think like owners, not like speculators.

We can rely on long experience, are not limited to individual investment categories and are particularly successful in niches. We also have the patience to benefit from irrational market phases.

We invest neither hastily nor overpriced, thus avoiding losses that can only be made up slowly. This ensures a high level of stability in the performance of our portfolios.


We attach great importance to the best possible qualification of our employees, because experience requires an intellectual understanding that can organize things conceptually. Or as Immanuel Kant put it in a nutshell: "Thoughts without content are empty, views without concepts are blind".

Responible investments

The Principles for Responsible Investment (PRI) is a UN financial initiative that was created with the goal of developing principles for responsible investments. They reflect the increasing importance of environmental, social and governance (ESG) criteria for investment decisions.

We signed the PRI in 2013 and believe that companies that strategically manage ESG issues will have clear competitive advantages in global markets in the future and better performance in the long term.