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