Discretionary Portfolio Management

Independence as the basis for long-term success

Individual

We focus on the individual goals of our clients. Our task is to unite these goals with the investment opportunities available in the financial markets.

Transparent dealing in your best interests

As independent portfolio managers, we have no obligations to anyone apart from our clients. We therefore guarantee in writing to either forego any commission or compensation received from third parties (e.g., rebates from external funds), or to forward these to our clients. As a result we guarantee complete transparency, including detailed reporting.

Competence with a human face

The essence of discretionary portfolio management is close, personal contact between the client and the portfolio manager. In our company, the person who provides advice is also responsible for translating the client's instructions into investment decisions.

To ensure we meet the high standards set by ourselves and our clients, we attach great importance to personal continuity – and limit the number of clients assigned to each portfolio manager. The normal threshold for managing wealth is 1 million euros. Please contact us for a specific solution.