Services

WHO WE ARE

We are an independent asset management in the heart of Munich with our parent company being in Switzerland (Zurich).
Thinking and acting in partnership is our basis for fair long-term business relationships: in the selection of our partners, in every proposal we make for you and in every negotiation that we conduct for you.

WHAT WE OFFER

Depending on your needs, we offer a comprehensive range of services:

  • International oriented asset management
  • Personal and individual investment advice
  • Independence of banks and business interest
  • Decades of experience in securities business and investments
  • Professional research and portfolio management

BANKS WE WORK WITH

Toghether we select the right custodian bank for you. We work with banks from Germany, Liechtenstein and Switzerland, including globally active commercial banks, banks with government guarantee and also exclusive private banks. Your account balances are secure thanks to the statutory deposit guarantee and, depending on the bank, an unlimited governmernt guarantee. Securities are kept ans secured separately as special assets.