Asset Management
- Aktives und vorausschauendes Management Ihres Portfolios
- Individuelle Beratung und auf Ihre Bedürfnisse zugeschnittene Anlagestrategien
- Erfahrung und Expertise einer modernen Privatbank mit Tradition
When it comes to managing your assets, we are the partner you can trust. Our investment strategies are tailored to your personal goals and values. As an independent private bank with many years of experience, we maintain a reliable overview even in turbulent markets and create real added value for you and future generations – long-term, sustainably, and conscientiously.
Our investment philosophy
Active management that works
Our experts manage your portfolio in a targeted manner across asset classes, sectors, and regions – with the aim of achieving attractive long-term returns for you.
Precise analyses for your investments
Our strategies are based on carefully evaluated market data and modern analysis methods – for transparent, sustainable, and reliable decisions.
Diversification creates stability
A broadly diversified portfolio makes your assets more resilient in downturns—and enables us to respond flexibly and promptly to new opportunities.
Investing with impact
Sustainable investments not only promote a better world, but also attractive returns. Ecological and social benefits can be combined with competitive performance – which is why ESG assessment of your portfolio is standard practice for us.
What this means in concrete terms
The focus is on your individual goals and requirements: we develop a tailor-made strategy for you based on your personal asset balance sheet.
Learn more about our consulting process in the video.
Define personal goals
Prepare a balance sheet
Developing customized solutions
Implement investment strategy
Continuously monitor, support, and optimize
Who our customers are
Private customers & entrepreneurs
In private asset management, we support you as private clients and entrepreneurs who want to preserve and sustainably grow your assets over the long term. We tailor your investment strategy to your individual goals and personal risk tolerance.
Institutional clients
As an insurance company, pension fund, or church investor, you face unique challenges in asset management. Our experienced advisors and portfolio managers support you with tailor-made solutions for complex mandates.
Foundations & Non-Profit Organizations
In order for your foundation to fulfill its purpose, it must generate income. Our investment strategy ensures that your foundation's assets are managed responsibly, minimizes losses, and creates short-term liquidity.
The right approach for every need
Traditional asset management
Our traditional asset management service focuses on personal support and tailor-made strategies. Experienced experts analyze markets and make flexible decisions—tailored to your goals and risk profile.
The advantages for you: individually tailored, personal contact, flexible adaptation to market changes.
Systematic asset management
Our systematic asset management is based on clear, data-driven rules. State-of-the-art models continuously optimize your portfolio—objectively and transparently.
The advantages for you: data-driven, traceable, continuous optimization, minimization of emotional risks.
Digital asset management with ZeedIn
Starting at €25,000, you can benefit from our many years of investment expertise with our digital asset management service Zeedin. Your portfolio will be actively, individually, and transparently invested in funds, ETFs, and individual stocks. A personal advisor is available to answer any questions you may have at any time.
Traditional asset management
Our traditional asset management service focuses on personal support and tailor-made strategies. Experienced experts analyze markets and make flexible decisions—tailored to your goals and risk profile.
The advantages for you: individually tailored, personal contact, flexible adaptation to market changes.
Systematic asset management
Our systematic asset management is based on clear, data-driven rules. State-of-the-art models continuously optimize your portfolio—objectively and transparently.
The advantages for you: data-driven, traceable, continuous optimization, minimization of emotional risks.
Digital asset management with ZeedIn
Starting at €25,000, you can benefit from our many years of investment expertise with our digital asset management service Zeedin. Your portfolio will be actively, individually, and transparently invested in funds, ETFs, and individual stocks. A personal advisor is available to answer any questions you may have at any time.
Further advantages for you
Access to our online portal
Comprehensive reporting
Highest safety standards
Integration of existing assets
Frequently asked questions about asset management
Quite excellent
Our comprehensive wealth management services have been awarded top marks by independent institutes for many years.
Contact Us
Do you have any questions or suggestions and would like to contact us? Please feel free to use our contact form.
Risk Warning
Please note that asset management is not a risk-free investment. The funds you invest are exposed to the risks of the financial instruments purchased. Our market assessments may prove to be inaccurate. For example, market, credit and liquidity risks may result in losses in value up to and including the total loss of the capital invested. All these risks may prevent you from achieving your investment objectives.
In addition to the relevant capital market and selection risks, asset management involves us deciding at our own discretion which measures we consider appropriate for managing your portfolio. In doing so, we are guided by the capital market opinion of our investment committee. This opinion may be subject to misjudgment, the implementation of which may lead to asset losses.