INVESTMENT ADVISORY
Investment advisory – Our advice, your decision
Our Investment Ideas and individual advice is considering the personal investor-profile, risk-ability and investment horizon for every client. The decision taken for any of our investment proposals and ideas is fully depending on the client and is executed based on specific orders only. We advise, you decide.
We intend to protectively and consciously grow your portfolio and make you comfortably rely on our expertise and professional experience.
Our methodical investment approach and strategies are shaped to enhance every source of knowledge in our team and expertise in the market to protectively enhance the value of your portfolio as a sustainable business through market cycles and changing demands. We aim to recognize economic and political developments, identify risks quickly and determine opportunities at the right time.
Protection and risk-controlled growth of capital is key to most of our sophisticated clients and is incorporated in all our processes and decision-making.
We strive to create and protect financial values by optimizing the balance between risk and return and adapting to a highly complex and fast changing macro- and socioeconomic environment.
Our Investment Strategy is designed to generate well-diversified and soundly balanced portfolios in order to sustainably maximize long-term risk-adjusted-returns.
Investment process
- Structure:
Asset allocation – Strategically chosen based on your risk-and investor-profile and tactically adapted based on market expectations (over- or underweight asset classes). - Diversification:
Reducing risk (across all asset classes incl. alternative and direct investments). - Efficiency:
Sensitive selection of best in class low cost financial instruments. - Protection:
Hedging of your investment by protecting your buying power in the future via Inflation- and FX-hedging. - Controlling:
Adaption to market dynamics and rebalancing of the portfolio.
Personalized Strategies
Our Investment-Strategies are individualized and shaped to meet your expectations and personal investment-appetite and -horizon and cope with your ability to take risk and participate in market opportunities with a view on your holistic wealth situation and future development plans.
We will advise you in a way you will not have to bother or worry about your investments and their impact on your overall wealth. We understand that bankable assets are savings and need to be protected while having a plausible, realistic and risk-adjusted upside for performance.
Offering several Strategies in our mandates we mainly distinguish between Income – Balanced – Growth – and Equity only oriented Portfolio structures.
Independent decision-making
As an independent advisor and asset-manager we focus on capital market and financial -products that are best in class, cost-efficient and of high quality in terms of liquidity, counterparty risk and market soundness.
Our client’s financial performance and a long-standing and successful relationship are our highest priority. This intrinsically makes us independent in taking investment decisions and striving for best execution, acting always for our client’s best interest.
We absolutely focus on achieving risk-adjusted returns without any preferences for financial products that are not best in class or issued by institutions preferred. There is no conflict of interest in choosing financial instruments or products that might be issued by a specific institution or bank. We are independent architects in building your portfolio in an open architecture setup that is made to suit your needs and investor characteristics.
Sustainable & long-term approach
Key to any successful Portfolio Management is a sustainable approach to any investments made, taking into consideration long-term expected developments and future political, social- and economic changes.
Our sustainable long-term oriented view on markets and global socio-economic developments combined with your personal long-term growth and protection plans leads to selective investments in what we call a “future client fit” approach. We do not trade for you if it is not for rebalancing your portfolio on order to keep the asset allocation steady or for risk adjustments.
Private Equity & Real Estate Investments
Next to asset classes trading on exchanges we focus on direct investments as well if it fits a client’s strategy and risk-profile or personal and professional preferences.
While these investments in Private Equity, Start-Ups or Real Estate often are not treated as “bankable” assets due to their off-bank-booking-centre character lots of financial institutions do not treat them as valuable addition to portfolios, as they are not deposited in house.
With us this conflict of interest, which is never in favour of the client, is simply not existing. Any direct investment of interest for a client is executed immediately and without any biased incentives.
