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Your Goals
Strategic Advice Service –
We work with you to identify and sharpen your financial goals. A holistic consideration of personal & financial circumstances lets us formulate a strategy ideally suited for you. As your flexible long-term companion, we re-assess and evaluate your goals regularly.
Tactical Asset Allocation
Capital Market Analysis –
Based on a thorough analysis of the capital markets, we determine which markets to focus on. This process is ratified by our Global Investment Committee which consists of top-class senior investment specialists.
Security Selection
Our asset class specialists select the most promising securities across all common asset classes. Our in-house expertise is completed by sophisticated external managers. This open architecture ensures the access to global opportunities.
Risk Management
Managing risks is a key element of our investment process. We follow strict diversification and liquidity standards and continuously ensure that your assets are managed in compliance with internal and external guidelines.