Asset Management

We demonstrate excellence in all that we do. Our flexibility allows us to ensure customer satisfaction and we are confident that our strength and ability will guarantee the quality of our financial services and tailor made solutions.

INVESTMENT PHILOSOPHY

Our investment philosophy relies on two very simple principles:
1. The responsible handling of assets
2. The continuous preservation of wealth.

The exceptional experience of our employees, access to the latest information and sophisticated financial tools constitute the basis not only for levelling-up to our clients’ expectations but also exceed them. Thereby your request and needs as well as the high standards we set for ourselves always come first. The investment strategies vary mainly in their risk profiles and weightings of the different asset classes. The asset allocation and tactical re-balancing are constantly monitored by the company's experienced investment committee. Impulsive reactions and insecure choices of single stocks are constantly avoided which increases not only the transparency but also the success and cost-effectiveness of our clients' portfolios.

Our clients' confidence is major importance to us. Therefore, we inform our clients on a regular basis about their portfolio development and current assets.

Investment Process

Rising from our grounding principles - the responsible handling of assets and the preservation of wealth, we aim to minimize risk and create a surplus at the same time. Our investment team is constantly observing global financial market movements and is able to react to any particular market changes with immediate effect. As an experienced boutique asset manager, we are able to re-balance the portfolios of our clients at all times, independently and very efficiently.

The portfolio management team is considering technical aspects in financial markets as a last step before implementation of an investment into one of the strategies.

Constantly aiming to find substantial discount to intrinsic value for each asset class individually.
Selecting only transparent and exquisite investment opportunities and is not bound to any financial products from third parties.
The investment committee aggregates the research findings for all asset classes and defines the tactical asset allocation.

INVESTMENT FUND SOLUTIONS

PRIVATE LABEL FUND

Private Label Fund solutions have been utilized by institutional investors and asset managers for some time offering the same protection as retail funds, but designed around the private client’s requirements.

WHITE LABEL FUND

We are one of the leading providers of White Labeling Fund solutions for traditional and alternative fund structures. With many years of experience, we are familiar with our clients' specific needs for which have developed innovative and tailor-made solutions.

DISCRETIONARY INVESTMENT MANDATE

This bespoken and tailored solution is affected by capital needs, future cash flows and required investment horizon of our clients. We support and inform our clients regularly about the portfolio development and financial risks involved.

95%

Fixed Income

70%

Yield

40%

Balance

60%

Asset Management