Our wealth management offering is aimed at private and institutional investors. There is no minimum amount.

Our fundamental strategy, based on long years of experience, has a conservative orientation. This means our weightings in equities are generally low, at around 25%.

Our investment approach is top-down. We aim to structure and diversify portfolios in such a way as to achieve a return commensurate with the market and meet the long-term objective of steady capital growth.

We offer the following variants of our wealth management services:
•    Individual wealth management with in-house funds
•    Individual wealth management with in-house funds, individual stocks and other funds
•    Individual wealth management without funds (individual stocks)
•    Standardised wealth management through investment in an in-house asset management fund
•    Standardised wealth management with in-house and external funds