Completely discretionary portfolio management
We offer our clients completely discretionary portfolio management. We take care of the client’s investment decisions affecting his/her portfolio independently, and we can react to changes in market conditions rapidly. Together with the agreed game rules, we ensure that portfolio risk and yield targets correspond to our clients’ wishes.
Our primary investment targets are shares and bonds. We use funds and other investment instruments as required. We mainly target investments directly on share ownership – thus, clients save by not having to pay extra management charges.
Although we manage investment decisions independently, our clients can monitor their investment portfolio via our web-based service.