Precision in the definition of goals is vital…

Goals set must be determined clearly and unambiguously if these are to be achieved.

Investment advice

If you opt for an advisory mandate, you will make 100% of your investment decision yourself. Our partners in this area will advise you if requested on all investment issues and provide you with continual and comprehensive support. Your advisers are, of course, also available as personal contact partners and, if requested, will give you the appropriate investment recommendations in line with your attitude to risk.

Our partners will also evaluate the best investments the market has to offer for you. Any recommendations they provide are always based on thorough and well-founded research. So, for example, when selecting stocks, companies are chosen which are attractively valued, have a healthy balance sheet and are therefore able to generate attractive returns over the long-term.

Comprehensive reporting makes it possible to monitor and clearly identify the risks in your portfolio. On the basis of these evaluations, we will help you with the continuing optimisation of your portfolio.

Legal notice

Please ensure that you read our legal notice regarding financial intermediary activities requiring authorisation.