Asset Management
independent and individual
Would you like to leave the management of your assets to experienced, reliable professionals? And, of course, are you also looking for a transparent and fair fee model? Then we suggest partnership on a fee basis. Together, we can sit down and work out the costs and the benefits. Using this fee model, our successful way of working will mainly be to your benefit. Which should be self-evident in a trusting, long-term partnership.
Individualized asset management is our top priority. Based on your requirements, we will develop some tailor-made plans and then implement them in close consultation with you. Our investment strategy is geared towards the long term. It follows a consistent and clearly structured investment process. At the same time, it is subject to continuous plausibility checks: this involves considering any opportunities and risks that may arise in relation to current and expected developments in the global financial markets.
The Asset Management Business Relationship
This means you get: Security!
Collateral
You do not give us a generalized power of disposition over the custody account that needs to be managed. Instead, you give us a transactional power of attorney, which authorizes us – in accordance with your instructions – to transact purchases and sales. Transfers to third-party accounts can only be made with your signature.
Insolvency Security
In the event that our company were to become insolvent, your custody account would not be affected:
Your custody account is your property
If the custodian bank were to become insolvent, the custody account would remain unaffected:
The custody account holder is you
Foundations
Whether for the common good or for estate planning – a foundation can be a worthwhile venture
Many successful entrepreneurs would like to give back at least some of what they have managed to create over the years and decades. For example, by some kind of dedicated cultural or social commitment. Other company bosses are thinking very early on about appropriate, efficient and, above all, conflict-free succession planning. Either way, creating a foundation could be something well worth doing.
You come up with the idea. We’ll do the rest; and we’ll take care of everything – right up to actual formation of the foundation. When it comes to making your life’s work live on though creating a foundation, you’re going to need some sound advice and practical experience. And, of course, you will also need some confidence that we are the right partner for you. We will show you the various foundation conceptions available. That will give you the best basis to decide on what you think will be the best option – and the most appropriate – foundation model. Our competent, individualized advice, in which we also make use of proven experts in tax and legal affairs, can be taken for granted. And just as self-evident is the fact that we will be happy to manage your foundation’s assets for you – competently and reliably.
Financial and Inheritance Planning
Yesterday, today, tomorrow – high-quality financial planning is life planning
It is often underestimated just how complex the structures and requirements that lie behind the expression “financial planning” are. But financial planning goes well beyond what is sometimes relatively simple financial and / investment advice. That is why, properly understood, financial planning does not just focus on short-term effects; instead, it is based on conclusive, persuasive long-term strategies and features three salient objectives: asset accumulation, asset growth and asset protection.
Further, asset succession in an inheritance situation is also becoming an increasingly vital part of financial planning. Here, too, we will stand by you as a professional, experienced and reliable partner.
You will receive our regular analyses and reports in writing, clearly set out. Together, we will discuss the corresponding results and recommendations in detail. We will be happy to coordinate with your legal and / or tax advisor, in order to maximize the financial results you can achieve.