Sustainability

SUSTAINABILITY IN THE BUSINESS MODEL

The consistent exclusion of conflicts of interest alone means true independence.

Only true independence enables uncompromising orientation towards customer interests.

Uncompromising orientation towards customer interests is an essential prerequisite for sustainable investment success.

Sustainable investment success creates customer satisfaction and customer satisfaction is our livelihood.

That is why we have designed our business model in such a way that your interests as a client and ours as an asset manager are aligned. Not only from an ethical, but also from a financial perspective.

SUSTAINABILITY IN INVESTMENT POLICY

In order to preserve and increase your wealth over generations, you need an investment policy that is not influenced by personal emotions or the lurid media coverage, but is characterized by a well thought-out strategy, system, discipline and consistency.

We pursue a value-oriented investment policy based on simple and coherent principles.

Our key to success is the consistent implementation of proven strategies as well as the strict avoidance of incalculable risks.

SUSTAINABILITY IN SUPPORT

We attach great importance to a long-term, trusting relationship between you and your personal contact. For you this means continuity in support.

On the one hand, you do not want to present your financial situation to constantly changing consultants, on the other hand, complex, evolved overall relationships emerge over time that are of great importance for achieving your goals, but which are difficult to understand for outsiders.