Wealth management & advisory
The ultimate goal of our activities is to secure and protect your wealth over the long term and comprehensively represent your interests.
Using the scenarios discussed, we define your personalised strategic asset allocation together with you and execute it using all our professional expertise. We develop and incorporate a tactical approach by applying insights from independent research and from extensive monitoring of the markets (macro-analysis, fixed-income, currencies) and geopolitical developments.
These tactics shape either our personal investment recommendations for you (wealth advisory) or the direct action taken upon these (wealth management). We monitor execution to make sure it is in line with the latest market trends. Should the markets move significantly, we keep you extensively informed to ensure that adjustments can be made as rapidly as possible.