Wir begleiten Unternehmer, ihre Management-Teams und ihre Familien
in wichtigen finanziellen Belangen.

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The art of capital management, since 1947.

Your risk profile

Wealth management has been our core business for more than six decades. We call it ‘The art of capital management’ – the art of managing wealth successfully. In face-to-face conversations conducted in an atmosphere of calm, we take the time to identify your needs and investment objectives. If you decide to enter into a partnership with us, you can rest assured that we will manage your wealth with the very highest level of professional expertise. Our collaboration with you is guided by the following quote from George Bernard Shaw.

The only man who behaved sensibly was my tailor; he took my measurement anew every time he saw me, while all the rest went on with their old measurements and expected them to fit me.
George Bernard Shaw (1856 – 1950)

For us, taking the right measurement means placing the focus on the customer.

  • We know your individual needs and cater to them.
  • Your personal situation is the decisive factor in the choice of solution.
  • We regularly review the approach taken.
  • We always strike a balance between risk and return on the basis of the investment solution chosen.

Our claims are your added value. That is the benchmark you can measure us by.

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