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Your wealth is our priority.

Providing modern portfolio management with a clear focus.

As an independent asset manager, we focus on the growth-oriented, long-term development of your investments. Our portfolio management approach is based on extensive experience, state-of-the-art technology, clear structures and total independence. It is our belief that these are necessary prerequisites for being both as consistent as possible and as flexible as necessary.

The processes we have in place also ensure that your assets will be managed in accordance with the objectives agreed with you irrespective of the manager involved.
Building on the principles of modern portfolio theory, our investment philosophy unites the advantages of absolute and relative management, adopts a top-down approach and ensures that risk is spread widely. Timing and market efficiency are of central importance for this.
Our investment process is targeted towards achieving portfolios with an optimised expected risk/return relationship. We allocate assets strategically after carefully defining the investment universe, selecting the benchmark and creating expected risk/return models for each asset class.
Our independent monitoring processes enable us to control and analyse the success of our portfolio management on an ongoing basis. This way, we ensure that investment guidelines are complied with, any risks are spotted early on and investment goals are achieved.
Analysis, management and information systems designed in accordance with our standards ensure that reliable data is available at all times. This allows us to act swiftly in a cost-conscious manner and to provide you with a streamlined report.