Header

DE | EN

Wealth management

Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand.

Discretionary mandate

The foundation of our wealth management discretionary mandates is a comprehensive analysis of your individual needs, including return expectations, investment horizon, and risk profile. Our focus is on implementing the optimal investment strategy and actively managing portfolio risks.

HT 18

Advisory mandate

Clients who want to manage their assets at least partially themselves and make investment decisions autonomously will find just the thing they’re looking for in the investment advisory mandate.

HT 35