Proximity
Each of our clients is supported by their personal contact person over the entire duration of their investments. Regular contact means we can maintain a lasting relationship and make adjustments to our approach in line with the personal needs of each client.
Security
The majority of our clients prefer a safe and conservative approach in order to increase their wealth, which is why we have developed appropriate strategies to minimise risk through specialising in investments which offer fixed income savings. We work with a cost-effective, solidly established custodian bank. This means that we have the best possible partner with services which we can offer to our clients. All accounts are opened in the name of the client and all securities are also recorded under the client’s name. This means that you as the client always remain the legitimate owner of the funds in the accounts of the partner bank.
