Investment philosophy

The more complex the investment situation, the more individual the solutions need to be. We take our time to analyse your financial situation with you. Your wishes and goals are the focus of this analysis. Building on this, we develop an individual investment strategy for you. Our investment philosophy is guided by the following principles:

Independence

  • Neutral selection of the best investment products, applying a best-in-class approach
  • No retrocessions

Individuality

  • Active management rather than being guided by a benchmark index
  • Client-specific needs taken into account

Diversification

  • Assets spread across different investment regions, asset classes and investment styles

Liquidity

  • High priority: use of liquid investment products only
  • Hedge funds, private equity and real estate investments not included

Quality

  • In fixed income investments the emphasis is on security
  • When selecting shares we focus on a sound balance sheet and a sustainable business strategy

Continuity

  • Focus on long-term development of the market
  • Not guided by fashionable short-lived trends