Portfolio Management

The individual portfolio administration is the core of our asset management:

The focal point of our asset management is the equitable investment of assets adapted to each particular current period of life. We are no followers of any "fashion trends", but take care to structure the individual requirements in corporation with our customers and their advisors.

Naturally, our long-term experience and the "lived asset management" play a big role. Depending entirely upon the individual client's requirements, the modern investment policy is devised in a defensive, balanced or offensive way.

The asset management is conducted by us under consideration of the most advanced and modern scientific approaches and insights. Our approach "innovation out of tradition" was refined increasingly during the past two decades and is now leading in Germany.

We manage the the fortunes of private clients, companies and so called institutional clients.

What can we do for you?