STRUCTURED INVESTMENT BEHAVIOUR
Our investment behaviour is not dissimilar to a pyramid: The solid basis of the pyramid (the defensive part of our investments) consists of bonds and capital-protected products as well as convertible and option bonds. The upper half of the pyramid (the dynamic part of our investments) is composed of funds and equities, while the tip is made up of hedge funds.

STRONG CLIENT FOCUS
All our investment solutions are tailor-made for our clients’ current situ-
ation and objectives. This often involves consideration of social, eco-
logical and ethical principles, enabling us to provide comprehensive
advice to clients who are personally known to us. Optimum asset alloca-
tion is achieved through the selection of suitable products.

CONTINUOUS SELF-EVALUATION
The allocation and selection of assets plays a decisive role in any
investment and is the first aspect we focus on. Strategic consultancy services depend heavily on the continuous development, imple-
mentation and evaluation of the chosen strategies – in all investment categories.