With standards and market situations constantly changing, the way your assets are structured needs to be monitored and adjusted on a continuous basis. With our knowledge and many years of experience, we will be happy to implement an investment strategy that we have devised together with you.
- With our clients, we define their objectives and risk appetite
- We invest directly, as well as in funds and ETFs where it is appropriate to do so
- We are performance-related in an absolute sense and are not geared in relative terms to a benchmark
- We implement our investment philosophy consistently
- We cultivate personal and long-term relationships with our clients
- We have a transparent cost structure
- Most of our products are also available as savings plans
- Saving a fixed investment amount each month as part of a predefined investment strategy is the ideal way to add to your long-term asset growth
- The standardised investment and settlement process allows for structured and cost-efficient saving in an investment fund