Services

Management

Discretionary wealth management

  1. Wealth Management

    We understand wealth management as comprehensive financial planning so that we can support you in all wealth-related matters.

  2. Services

    Our services go beyond traditional asset management: together with a network of proven legal and tax specialists, we develop solutions that are perfectly tailored to your needs.

  3. Investment philosophy

    More information

Advice

Investment advice

  1. Consultancy

    We are always happy to take the time for you and your concerns. Our goal is to advise you perfectly on your individual needs and to find the best investment solution together.

  2. Personal advisor

    To ensure that you reliably achieve your investment goals, your personal advisor will proactively take care of your needs. Your advisor will also provide you with access to our experienced, expert investment team. We also monitor your portfolio using the latest portfolio management and risk monitoring systems.

Service

Family office service

  1. Family office

    We offer wealthy families a comprehensive family office service.

  2. Focus

    We focus on maintaining, managing, increasing and monitoring your assets. In addition, we offer tailor-made solutions according to your needs for: real estate, tax and legal matters, succession planning, inheritance planning and philanthropy.