On our contact webpage you can find the Wealth Officer nearest to you. Call or email them for an obligation-free consultation.
Our investment policy is aimed at providing you with the best possible advice and asset management so as to achieve your investment objectives, taking into account your financial capacity, knowledge and experience. In order to achieve this objective, our investment policy is based on the principles of independence, open architecture and common sense.
Your step-by-step plan
Tell your story
Share your experiences, wishes and expectations. We will listen attentively!
Select the most appropriate solution
Together, we will determine your risk profile and analyse your current situation. On this basis, we will propose several solutions.
Together, we will regularly assess your assets as well as the composition of your portfolio.