Value Proposition

Individual Performance

We attach particular importance to individual, differentiated and comprehensive advice based on an in-depth analysis of the customer individual needs.

Depending on our client’s success and customer satisfaction we are always acting performance oriented and as partners. Our main goal is to sustainably add value with our services and investment management by generating valuable investment ideas based on our market experience and in line with our customer’s personal and individual investor-profile and risk-abilities.

We strive to outperform other investing solutions like online trading platforms or conventional private banking services by offering financial intelligence with individually shaped valuable investment ideas and a passionate personal service.

Autonomy

We are independent: we do not undertake proprietary trading or issue securities or manage own funds. This prevents any conflicts of interest.

We are entirely committed to our client’s concerns and financial interests which makes our customer’s values being ours: We depend on our client’s success and we do see our customers as partners. With this attitude we do act independently without sales pressure from any financial institution and do consider ourselves as hosts and family-officers, rather than bankers or online-trading-technical supporters. We are independent advisors for every aspect of our client’s social, financial and private life.

Consistency

We are here to stay and do maintain an exclusive clientele. As a result, we can provide with an intensive consultation at any time in a consistent way as your trusted personal long-term advisor.
A longstanding collaboration is favoured by our consistent personal with whom our client’s do have a long-term relationship leading to more productive interaction and better understanding.