Our wealth management goes beyond asset management and asset consulting, with our diverse products for all and any investment questions.
Our asset management and investment consulting services are subject to a holistic review of your phase in life, your needs, your desires and your goals.
Your willingness to take risks, ability to take risks and your investment horizon will determine your investment objective, the strategy and selection of the building blocks that we select for your portfolio.
Our passion is for financial markets and we implement our investment strategy thoughtfully and systematically. We review the established strategy and the quality of the building blocks. We seize opportunities as they appear. Diversification alone is not enough for us!
We will stay in contact with you through your favored communication channel and your preferred time intervals. Should the situation call for it, we react immediately and determine together with you how an extraordinary situation should be handled.
Total transparency in our fee structure, independence and the absence of conflicts of interest are central to us. Independent of the fee model, you will know from the outset how our Honoria are calculated and from which third-party providers we receive commissions.