WEALTH MANAGEMENT

HAPPY CLIENTS ARE THE BEST REFERENCE.

Long-standing success and outstanding client satisfaction have made us a portfolio manager independent of the big banks.

Our experts constantly pursue the aim of sustainable, value-oriented assent management in our clients’ best interest. To this end, we offer individual solutions tailored to your situation and goals.

Our long-standing happy clients include, besides institutional investors, private investors, family offices, enterprises, as well as safety-conscious foundations and societies from a variety of areas.

Please learn more about us on these web pages, or call us directly. We are looking forward to getting to know you.

CONTINUITY

„Personal asset management primarily requires the client’s good faith. We have built this confidence over the years.“

Hermann Hackmann

General Agent

OUR APPROACH

YOU DELEGATE. WE STRUCTURE.

In the advisory process, which already starts prior to the actual mandate, we will discuss with you the investment guidelines that match your priorities best. We will then review and, if necessary, modify these on a regular basis or on your demand.

All investment decisions are made in our management team. Your personal advisor will then, after consulting with you, translate them into the individual dispositions.

It is essential for us to take time for you and to get to understand your motivations in personal dialogue! We are always glad to answer your questions.

COMMUNICATION

„As a member of the supervisory board, I am in permanent dialogue with the management to reassess the risks and develop appropriate safeguards.“

Wolfram Lange ~ MEMBER OF THE SUPERVISORY BOARD

 

RISK MANAGEMENT

SECURITY IS OUR TOP PRIORITY.

In asset management, competent risk management is crucial. What you need in order to ensure sustainable asset protection and value added is a customised concept that accounts for your objectives and minimises your risks.

All our investment decisions are consequently based on the personal expertise of our specialists and supported by continuous research and state-of-the-art information technology. As our client or investor, you will be provided with thorough information about our activities through a framework of precisely defined reporting systems. In your best interest, we only buy and sell commercial papers traded on the stock exchange that match your individual requirements and priorities.

Effective January 1, 2018, all our activities strictly comply with the MiFID II regulation.