In order to offer our clients individual solutions, the comprehensive investment process starts with analysing the existing portfolios (if applicable).
The next step is needs assessment: The definition of the investment horizon, the return expectations and the individual chance / risk profile are the key-points.
Based on this, the strategic orientation will be developed in accordance with the clients' needs.
After having consulted the client, the individual investment opportunities and strategies for portfolio optimisation will be selected and systematically implemented.
After the investment, the portfolios / products are subject to an ongoing monitoring process to make necessary adjustments easier and to be able to react to market changes.
Naturally our clients are regularly informed about the progress of their portfolios / investments via individual reportings.
Furthermore, we act as consultant and supplier of ideas for other asset managers and private banks.