Classic investment advice with strategy monitoring for long-term investors.
You make your investment decisions independently and flexibly, without sacrificing regular monitoring of your portfolio and our tailored investment recommendations.
Classic investment advice with
strategy monitoring for long-term investors.
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- Personal advice and client support
- Selection of five different investment strategies
- Customised investment proposals
- Regular portfolio monitoring
- Comprehensive performance reporting
- Sustainability report at portfolio level
- Attractive conditions with additional discounts
Invest the right way to create and preserve wealth.
We would be happy to assist you in implementing your wishes. Please contact us.