Asset management

Under asset management, we understand the individual construction of a depot structure taking into account the investment guidelines agreed with you.

Under asset management, we understand the individual construction of a depot structure taking into account the investment guidelines agreed with you.

We note your recent made with the investment experience and your current beliefs and goals. We take into account your investment horizon for investments, your potential liquidity needs, the overall financial situation and your return expectations.

Together we create with you then the investment guidelines and agree on measures to safeguard your assets value. The specified at the start points are monitored by us.