95% Customer Retention
“The Loyalty of our customers is reflected in our high client retention rate and is a result of our essential care and disciplined management of their assets.”
OUR MISSION
"Is to successfully guide our clients through their life cycle, from the accumulating phase of the active business or professional life to the challenging period of retirement and the essential planning for next generations."
+
Years of experience
€
M+
Assets under discretionary management
%+
Customer Retention
Regulatory Licences
Offices
Do you want to approach the management of your assets in a different way?
OUR INVESTMENT PHILOSOPHY
Proper Asset Allocation
The most important investment decision is about the asset allocation mix.
Long Term Focus
Superior as well as consistent returns can only be achieved by focusing on long term trends in both financial markets and the real economy, globally.
Absolute Return
We are proud of our established track record of delivering positive returns irrespective of market fluctuations and volatility.
Efficient Diversification
A broadly-diversified investment portfolio, has much less risk than a portfolio consisting of only a handful of individual stocks or bonds.
Risk Management
We work hard to balance risk and return by complementing investment research with robust portfolio construction and disciplined risk management.
Cost Efficiency
By investing in vehicles with low management fees and transaction costs, one can gain a major advantage in achieving superior performance.
