Wealth management

For wealth management we have a value investing approach with the aim of maintaining security of the invested capital and achieving an appropriate rate of return above the inflation rate.

We implement our approach in particular with shareholdings in companies that over the years are characterised by being the leaders in their sectors and also by having a high degree of equity, a sustainable dividend policy, forward-looking business models and potential for growth.

Together with you, our client, we devise individual investment goals and strategies. In addition to personal requirements and profit expectations your attitude to risk-taking is particularly important. You can remain at the bank of your choice.

You transfer the management of your wealth to us – we manage your wealth and make the investment decisions.

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