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Portfolio-based asset management for long-term success

Professional asset management cannot eliminate all risks that arise with investing. An optimal reconciliation of your return targets and risk mentality ensures that your portfolio and your investments can develop optimally for the long term.

Together we discuss your risk appetite, and we define your return objectives based on your needs. Modern portfolio theories support us in defining an optimal strategic weighting for your complete investments. We consider individual asset classes such as equities, annuities, real estate, and alternative investments in conjunction with the permissible bandwidths and your individual situation. The strategy developed in this way and the quintessence of our many decades of investment experience form an optimal basis for our asset management. Focused on long-term value preservation, we take advantage of market opportunities in accordance with the agreed bandwidths in the individual asset classes. This is what we mean by portfolio-based asset management.

This is a marketing notification. The information contained in this publication constitutes neither a request or an offer, nor a recommendation on the acquisition or sale of funds or on carrying out other transactions. A marketing notification serves a mere marketing purpose, is no legally binding contractual document, is not provided for by mandatory law and does not suffice as a basis for decisions on investments or replace individual investment advice. By purchasing a fund you acquire share certificates in the fund and not the financial instruments invested in the same directly. The costs of the fund, such as, e.g., the management fee or the offering premium, reduce the return/performance of the fund.