Integrated Wealth Management
There’s more to wealth than money.
Successful wealth management means more. It focuses on your wishes, your expectations, your family, your personal situation, and, if you are a business owner, your company too. As a result, we provide comprehensive, long-term asset management that takes into account all aspects of your personal wealth objectives. We aim to preserve and increase your assets well into the future. It's all about finding the best way to reach your goals.
Our consulting approach
Often, assets are not liquid. They may be invested in shares, real estate or endowment insurance, for example. This is why it's not unusual for investors to have only a small portion of their wealth available in cash and cash equivalents, such as securities. Our job is to consider your liquid and non-bankable assets as a whole. By doing so, we take into account all legal, tax, precautionary, property and inheritance issues. We focus on your personal investment experience and take great care to inform you about any potential risks.
Our investment office consolidates many years of expertise in the financial market. It is not subject to internal or external limitations regarding investment decisions or investment strategy development. It acts freely and exclusively in your interests. Depending on the market situation certain investments can even be temporarily removed from your portfolio to protect assets.
We look forward
to advising you.
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