Asset Management

Asset and Portfolio Management

We take care of managing your financial situation. We start by carrying out a comprehensive analysis of your financial, personal, family and business circumstances.

Based on this starting point and your visions, we then manage your full portfolio or even just parts of it. Managing a portfolio is a continuous and dynamic process, controlled by internal and external factors. The internal factors include changes to your personal circumstances. At the same time, external economic, political and societal influences must be taken into account appropriately.

Acting under an asset management mandate, we manage your portfolio, which will be held at a custodian bank of your choice. We develop a bespoke investment concept for you, taking into account your risk appetite, your earnings objectives, the timeframe and your tax situation.

Asset Structuring

We support you in your financial life plan. We start by gathering all of the relevant information on your financial, personal, family and business circumstances.

In this context, physical assets are recognised as an integral part of your portfolio and their values and marketability are assessed. On this basis, we draw up a plan with you to establish how your portfolio can be best adapted in order to achieve your life goals. Liquidity, return potential, risk and taxes are important elements of this analysis. This provides you with an overview of your total assets, the structure of your cash flows, as well as a proposal on how your portfolio should be optimised. Achieving your aims is always of primary importance throughout this process.

We manage the portfolio in accordance with the risk principle and with the aim of achieving sustainable growth of your assets. Continuous performance monitoring and up to date reporting provide you with full transparency and an overview of the liquidity, risk and growth at all times.

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