Do you make your own investment decisions but still want to benefit from expert advice? Our investment advisors and securities specialists are here to guide you with their experience and market knowledge. For anyone who wants to manage their own assets but still values independent expertise.
Questions for which it is worthwhile to have advice at your side:
- Am I buying into hype with this stock, or is there real substance behind it?
- How can I prevent myself from reacting incorrectly during poor market phases?
- How can I ensure that my assets are managed well even if I am no longer able to do so myself?
Our investment advice: A two-person tandem
Your financial advisor knows you, your goals, and the long-term development of your assets. They lead the dialogue and stay on track.
The securities specialist brings market proximity to the table. They are responsible for assessing individual investments, monitoring stock investments, and keeping an eye on risks.
For us, investment advice means two time horizons: Strategic asset planning defines the goals, framework, and structure of your assets. Tactical asset allocation takes current market movements into account and enables prudent adjustments.
Strategic asset planning
At the beginning of the investment consultation, you and your investment advisor will determine the course of action. Your ideas, your circumstances, and your financial goals will determine the strategic direction. To do this, you should know:
- What are your medium- and long-term plans for your life?
- How willing are you to take risks?
- What is your investment horizon?
- How important is sustainability to you?
Based on your answers, we define your asset structures, determine your risk profile, and identify suitable asset classes.
Tactical asset allocation
After determining your strategic orientation, we discuss how you can stay focused on your goals even in volatile market phases. Among other things, we consider the following topics:
- Tactical alignment of your portfolio
- Continuous adjustment of your investments to market conditions
- Impact of new investments on the sustainability of your portfolio
Our investment advisors are always there to support you—as market and product specialists, as risk managers for your portfolio, and as sparring partners on equal footing. Get sound and transparent advice.
Strategic asset planning
At the beginning of the investment consultation, you and your investment advisor will determine the course of action. Your ideas, your circumstances, and your financial goals will determine the strategic direction. To do this, you should know:
- What are your medium- and long-term plans for your life?
- How willing are you to take risks?
- What is your investment horizon?
- How important is sustainability to you?
Based on your answers, we define your asset structures, determine your risk profile, and identify suitable asset classes.
Tactical asset allocation
After determining your strategic orientation, we discuss how you can stay focused on your goals even in volatile market phases. Among other things, we consider the following topics:
- Tactical alignment of your portfolio
- Continuous adjustment of your investments to market conditions
- Impact of new investments on the sustainability of your portfolio
Our investment advisors are always there to support you—as market and product specialists, as risk managers for your portfolio, and as sparring partners on equal footing. Get sound and transparent advice.
Our customers particularly appreciate these advantages
- Professional exchange with proven securities experts
- Individual investment proposals for your portfolio
- Comprehensive selection of securities without ties to specific product providers
- Wide range of products comprising international individual stocks and bond issuers, active and passive investment funds, and structured products
Our services for you:
Independent investment analysis, research, and investment ideas
Up-to-date and market-oriented strategic consulting (CIO strategy)
Direct access to local and international investment committees
Active risk management
Freedom for investment decisions
From selected stocks and bonds to investment funds and structured products, we offer a wide range of investment solutions. For individual investment concepts that give you the flexibility you need, even in dynamic market phases.
With our asset management in professional hands
You define the goals, we take care of the active management. Our asset management service for people who want to entrust their assets to experienced experts.
Contact Us
Do you have any questions or suggestions and would like to contact us? Please feel free to use our contact form.