In addition to our investment fund solutions, we serve institutional investors as well as high-net-worth individuals within the framework of individual mandates. The strategies are developed in close dialogue with our clients. In times of increasingly complex financial markets, we offer a dynamic, bank-independent approach that is free of conflicts of interest and sales targets. We would be happy to meet with you in person to work out individual and customized concepts together.

Analysis: The starting point for the conception of your individual asset management strategy is a detailed analysis of your asset structure and your risk-return preferences

Conception: Based on the results of this analysis, we develop an investment solution tailored to your preferences and coordinate it with you

Implementation: According to best execution principles, we implement your individual investment strategy

Risk management: Daily comparison of the development of your investment with the forecasted scenarios as well as the defined risk-return preferences, in order to take corrective action in case of deviations and to minimize risks at an early stage

Dialog: Ongoing dialog about the development of your investment and your asset structure

Competent: The managing partners combine many years of experience from various sub-sectors of investment and private banking as well as asset management

Tailor-made: Strategies are developed in close dialogue with you and tailored to your individual risk-return preferences

Bank-independent: As an owner-managed investment boutique, we are not tied to sales targets and in-house products, unlike banks
> Focus exclusively on achieving the jointly defined investment goals

Transparent: All-in fee model ensures maximum transparency / cost efficiency

Partnership-based: Starting with the analysis of your asset structure and personal risk-return preferences, through the joint conception of your customized investment strategy, to the ongoing dialog about the development of your investment