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Transparency and reporting

We manage investment portfolios on behalf of our clients, and our clients grant us power of attorney for daily disposition, relieving themselves of the work entailed in day-to-day business. For all clients, we have negotiated special terms with custodian banks whose services are otherwise reserved for institutional customers. Such agreements are in place with numerous banks, and we arrange a clear fee with you based on transparent management contracts.

All portfolios are continuously reviewed with respect to their composition, risk profile and investment restrictions.

To exclude differences in valuation, we use the reports of our banking partners for client reporting. Upon request, we are also able to provide tailored evaluations.

Risks 

  • Years of experience and previous awards do not guarantee future investment success.
  • Securities are subject to price fluctuations caused by market conditions, and the wealth manager may not be able to compensate for these with active management.