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.
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.
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.
Our aim is to achieve sustainable investment success with our solutions. Added value means preserving assets and generating an attractive long-term return.
We are experts in innovative investment solutions in selected niches and investment portfolios where we can actively add value.
On September 26, 2021, the time has come: Germany is due to hold its general election. The rollercoaster ride of the polls in recent weeks and months suggests that this year’s elections will be interesting.
Pension fund assets are one of the largest asset positions many employees will have. A pension fund is often also something of a closed book for just as many employers.Besides making “value-preserving” investments in a property, structuring the 2nd pillar in the right way is one of the most efficient methods for tax optimisation.
The drastic regulations in China for private education companies led to panic selling of Chinese shares at the end of July. Many investors have the impression that the government around President Xi Jinping wants to curb the influence of the private sector and thus consolidate power with the increase in regulation. Everything to do with China is being questioned.