Investment Advice

Upon request, we look forward to provide you with recommendations concerning your investment strategy. The definitive investment decisions are taken by you.

Independent third party analysis

Our expertise and our independence are always at your disposal to analyse your overall investments. Apart from evaluating the opportunities and risks of your current investments, we carefully consider whether your portfolio suits your investment strategy.

Consolidated reporting and analysis

If your assets are invested with different banks, we gladly undertake the task of integrating the individual reports. The consolidated report is subjected to an analysis of your overall situation.