The majority of wealth is often illiquid or committed, for example in company shares, real estate holdings or endowment insurance policies. Only a small part includes liquid assets like securities or cash. We consider not only your liquid assets but also your other assets as a whole, and at the same time consider all legal and tax aspects, pension-related issues, and commodity and inheritance situations. In so doing, we always focus on your personal investment experience and explain the possible risks to you with the greatest diligence.

Our specialists are subject to neither internal nor external guidelines in making investment decisions and in developing investment strategies. They are free to act, and to do so only in the interest of our clients. If the market situation requires, certain asset classes can even be temporarily removed from your portfolio in order to protect your wealth.