An overview of our services

We manage bank accounts and share portfolios on your behalf and in your interests, as our client, administering these items in your name and at your bank. We establish your requirements in personal meetings, enabling us to support you in achieving your own personal investment and retirement aims. You grant us a discretionary mandate that excludes purchasing by third parties or payments to third parties.

The core elements of our investment strategy are:

  • Active asset control
  • Asset management
  • Investment advice
  • Close attention to potential risks
  • Holistic asset management (Family Office concept)
  • Investment strategy and active risk management
  • Support for assets in the form of individual portfolio management
  • Retirement advice, planning and tax optimisation
  • Management of trusts
  • Advice on the financing, purchase and sale of property 
  • A network of experts, including tax consultants, lawyers and accountants, together with experts in real estate