Holistic wealth management

The collaboration begins with a structural analysis of the total assets.

The collaboration begins with a structural analysis of the total assets. We systematize this, the equipment and possessions of all classes and regions. Are all assets acquired, our team developed from the overall view a strengths and weaknesses analysis.

This also means that the asset components comparison variables (so-called. Benchmarks) are facing. Benchmarks on the one hand represent the respective markets and on the other hand, the individual preferences of our clients. In this way, past trends and current opportunities and risks in the client portfolios are transparent.