Bilma Haus / Augustenstraße 1
+49 711 1829950
Your Contact Person
+49 711 18299-50
+49 160 8966826
+49 711 18299-99
OUR SERVICESDiscover unique Offers for sophisticated Demands.
For us, individuality also means being able to individually determine asset classes such as equities, bonds, and alternative investments.
To achieve our investment objective, we focus in the selection of securities on high quality individual securities with a defensive business model. We manage portfolios actively but "with a steady hand" and a long-term horizon, even in times of a short-term unsettled market environment. Investment funds and structured products have only a subordinate role for us. Product neutrality is ensured, of course, as we do not integrate our own products but instead are able to draw on a wealth of securities funds available on the capital market.
In addition to returns, risk, and liquidity, the subject of sustainability is gaining significance as an investmentobjective. The challenge in this regard is that individual investors have different ideas of what that means exactly– and we are able to implement these ideas specifically for each investor. Within the framework of our values portfolios, we take into consideration your personal understanding of the term sustainability. Together with us, you determine the ecological, social, and ethical aspects that are important for the management of your assets and should be considered within the scope of managing the mandate. The result is your very specific investment universe on the basis of which we manage your assets. In this regard, we take our data from EIRIS/imug, one of the leading research companies in this field.