Added and forward-looking value
Agile, sustainable and innovative: we combine clear values with forward-looking investment solutions that add value.
We have been serving institutional clients with determined solutions in the areas of infrastructure, manager selection and traditional investments for more than 20 years. We are also innovative in developing ground-breaking investment solutions in selected niches thanks to our entrepreneurial background and proximity to our clients.
What you can count on
Active investment expertise
Our experienced portfolio managers take investment decisions on a daily basis, based on long-term principles and our investment experts’ in-depth and independent financial analysis.
Client focus
Genuine client focus has been in our DNA since we were founded. We fully safeguard our clients’ interests and are committed to providing independent advice free of conflicts of interest.
Sustainable added value
Our aim is to achieve sustainable investment success with our solutions. Added value means preserving assets and generating an attractive long-term return.
Focus
We are experts in innovative investment solutions in selected niches and investment portfolios where we can actively add value.
News
Video Market Outlook 2nd Quarter: Cyclical Boom
With the global economies soon to open up, we are at the beginning of a cyclical boom. However, economic optimism also fuels inflation concerns. Sharply rising inflation can be poison for the stock markets.
Real Value Preservation in Financial Repression – Consequence for Asset Allocation
Our short films on today’s monetary and fiscal policy show possible scenarios in the future. These provide ideas on how you can optimally align your asset allocation with your individual needs.
Despite the pandemic: financial markets at new record highs
Our short films on today’s monetary and fiscal policy show possible scenarios in the future. These provide ideas on how you can optimally align your asset allocation with your individual needs.