Investment advice

You make your investment decisions yourself, but would like an independent and personal assessment from our investment experts. As your sparring partner, we support you in achieving your personal investment goals with our independent investment recommendations and in-depth market insights.

Our investment advisory services

Continuous monitoring of your portfolio

You retain full decision-making authority over your investments while benefiting from the continuous monitoring of your entire portfolio. Your relationship manager supports you in your investment decisions, checks they are compliant with your investment strategy and alerts to any need for action or new opportunities. Regular reporting and personal portfolio meetings ensure transparency and provide guidance.

Independent perspective for your portfolio

We see ourselves as your personal sparring partner for all investment matters. You gain direct access to our in-depth analysis and views on economic, geopolitical and societal developments. Our independent assessment offers you guidance and targeted support in achieving your individual investment goals.

Access to specialist knowledge

Benefit from the experience and expertise of our investment experts. Through direct exchange, you gain insights into our investment process, our security selection and our many years of experience across different asset classes. This allows you to make informed investment decisions and to benefit from broad investment know-how.

We will be happy to answer your questions