Insight breeds understanding.
Clear-sightedness yields the right decisions.
Far-sightedness shows the way.
Peter Amendt ( * 1944)
Independent Expertise and Personal Service
Our Financial Experts are highcalibre specialists with a wealth of experience. They have the vision and sense of responsibility to take the right financial decisions for clients.
Security and Liquidity play a key role in our investment decisions. We only perform investments that we and our clients understand. The emphasis here is always placed on ensuring long-term client satisfaction.
The World of Financial Products and financial services is highly complex. Our impartial specialists make selections from this wealth of opportunity and discuss the advantages and disadvantages with their clients. For solutions that balance performance against the protection of the assets.
Principles of Investment Success
Diversification minimizes risks
Investments are exposed to various risks. A broad diversification reduces these risks. Diversification can be better ensured within the framework of an asset management mandate than through direct investments in a traditional investment portfolio.
Strategy determines success
The investment success is derived to around 80 percent from the chosen investment strategy. It is possible to generate a higher return with more risk. However, this also requires a longer investment horizon to compensate for possible fluctuations in value. Yield expectations, investment strategy and investment horizon must be realistically synchronized. It is also worthwhile to define the investment strategy regardless of the prevailing mood on the stock exchanges.
Discipline in implementation
Especially in times of turbulent financial markets, it is important to keep calm and not lose sight of the investment strategy. Tactical adjustments help to minimize the risks and take advantage of opportunities. Your portfolio will be checked regularly and adapted to the chosen strategy.
The right time
The ideal time to start investing is difficult to find even for professionals. It is not the timing that is decisive for your personal investment success, but the consistent and long-term implementation of your investment strategy. Regular investing increases long-term investment success.
Broadly based expertise
It is hardly possible for an individual investor to keep an overview of the global financial markets. This requires a broadly based team of experts who work in a disciplined and structured manner.
Free of conflicts of interest and for your benefit, we choose as an independent private bank from the wide range of investment instruments. We pay attention to the expertise and track record of established third party providers, as well as to cost effective solutions.
We monitor all steps in the investment process in several stages. Our risk management allows immediate intervention if the market environment changes unexpectedly.
6 Reasons for Discretionary Portfolio Management
In order for you to achieve your goals and dreams, you need a targeted approach. But even if you have not yet set a specific savings target, it is still worthwhile to make more of your financial assets:
- You have a higher chance of return than on the account.
- You benefit from the economic development.
- You gain financial leeway and thus freedom.
With a discretionary portfolio management mandate, you delegate your investment decisions to experienced and competent hands. You benefit from the following advantages:
1. Preserving assets
If your assets are unused in the account, they lose value in real terms. With an investment portfolio, you benefit in the long term from economic growth, technological progress, productivity gains and entrepreneurship.
2. Investing with independent expertise
We choose the best investment instruments in the market for our customers. As a result, our experts are independent and free from conflicts of interest.
3. Structured decisions
Our experts follow our structured investment process in a disciplined manner when managing your assets. This is an important factor for your investment success.
4. Gaining time
Are you interested in other things in life than financial markets and investment strategies? Don't worry, our investment experts will look after your assets as part of your discretionary portfolio management mandate.
5. Cost efficiency
As a private bank, we have access to numerous, low-priced investment instruments that are otherwise only available to institutional investors. You benefit from these options as part of your discretionary portfolio management mandate.
6. Transparent reporting
The management of your assets follows a clear and transparent agreement. We are ready to provide you with a detailed reporting whenever you want.
Our Advisory Approach
Our Discretionary Portfolio Mandates
Fees for our discretionary asset management services are calculated based on our brochure Fees and Commissions. The Bank's fee structure can be revised at any time.