Professional Wealth Management
Three investing strategies + individual options
We serve private clients, corporate accounts, and fiduciary foundations. We manage three investment strategies from which our clients can choose, or for larger portfolios, tailor individually.
Global Diversification
The global allocation is adjusted for the value factor, meaning highly valued companies receive slightly lower weights. Despite recent positive market performance, empirical evidence shows that excessive portfolio concentration can worsen the risk-return profile.
ESG-Screened & Active Stewardship
Considering sustainability risks demonstrably improves a portfolio's risk-return profile. Positive impact is achieved not simply by buying "green" stocks, but through active exercise of shareholder rights.
In our portfolio construction, we focus on European companies that use their voting rights responsibly and remain independent of political influence from foreign states. For example, the "anti-woke" debate among US Republicans led to an irrational boycott of ESG shareholder votes.
Fair Fee Structure
A professional investment strategy for your portfolio doesn't have to cost the earth. With fees ranging from 0.71% to 1.00% p.a. (including VAT, volume-dependent), most of your returns remain with you. We avoid any front-end or back-end loads, commissions, or performance-based fees, aligning our financial interests with yours.
Global Active Stewardship Portfolio
Counter-Cyclical Risk Management – Turning Crises into Opportunities
We are happy to present our investment strategies in a personal introductory meeting and advise you on selecting the right approach.
