Asset Management

Competence

Your success is our responsibility. It therefore goes without saying that we pay close attention to substance and quality in all the products and investment opportunities we offer. In order to meet your requirements, we place particular importance on both the methodological and product expertise of our advisors, and on continuous personal client support.

Competence of the consultant as constant main contact person for the customer

• Broad education
• Manageable size of clients per advisor

Method competence for deriving individual problem solutions

• quantitative methods (e.g. for global asset allocation)
• Interdisciplinary teams (if required also institutional asset management and investment banking)

Product-Know-how/ expertise

• market knowledge and structuring expertise across all asset classes:
  • securities
  • loans
  • alternative investments
  • real estate
• specific wealth controlling and reporting know-how (OVT)
• proven expertise on structural issues (e.g. generation changeover)

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