Our Approach to Investing
The six steps to investment process.
1. Your risk profile
How much risk are you prepared to take on and how much are you able to bear and what return targets do you have?
2. Strategic asset allocation
We determine the portfolio that will offer you the vest possible returns for your risk profile over the long term.
3. Tactical asset allocation
We keep constant tabs on the markets in order to exploit short-term and medium-term opportunities on your behalf. To do this, we deviate from the long-term strategic asset allocation in a targeted manner.
4. Portfolio construction
Our portfolio specialists select the most suitable investment instruments. We can even create instruments exclusively for you where appropriate.
5. Portfolio implementation
We implement the investment decisions quickly and bundle orders together so that you benefit from attractive terms.
6. Portfolio monitoring
Your portfolio is continually analyzed and monitored, which not only ensures transparency but also lays the foundation for your future investment success.
You can thus rest assured that your portfolio is in safe hands.
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