Customised investment management solutions and financial planning and advice for our clients.
Independent, owner managed with a fully transparent fee structure.
Single point of contact for your relationship and access to a full range of wealth and investment solutions.
Incentivised to achieve the best outcome for clients. We are not compensated for selling products.
Ensure the alignment between client’s investment profile and their financial goals.
Investment approach has a strong foundation in behavioural finance. We understand how people make decisions and how it could derail progress towards our client’s financial goals.
Regular communication and dialogue (in English or German) with clients combined with individual reporting and digital access.
Extensive experience managing expats' wealth.