Managing your money
By carefully examining your position as regards personal wealth, your family and professional obligations, and your time horizons, we determine your risk tolerance, and therefore your investor profile.
The objective that we set out to achieve by this process is to build up a tailored investment concept where flexibility is maximised without endangering your wealth. When these elements have been rigorously examined and weighted, we suggest suitable securities representing technical choices based on the conclusions of the best financial analysts.
The portfolios are monitored on a daily basis by banks, for which an attractive annual flat rate charge is made, in full transparency.
