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Portfolio-based asset management for long-term success

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.