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Portfolio management

You set the direction with your relationship manager. Our investment experts invest your assets professionally according to your specifications.

The dynamic nature and increasing complexity of the financial markets necessitate that your assets be constantly monitored. Under a portfolio management mandate, you commission our specialists to take care of your investments professionally and individually. What you can expect from us:

  • We monitor financial market trends on your behalf
    Our experts carefully analyze financial market trends on a daily basis.
  • We strictly follow your specifications
    You can rest assured that your assets are always invested according to the agreed strategy.
  • We design your portfolio management mandate in accordance with your own requirements
    You incorporate your needs and objectives. We devise a customized solution for you.
  • Our investment decisions are transparent and comprehensible to you
    You have full transparency over your investments at all times and your personal relationship manager acts as a competent contact partner.


Would you like to find out more about our advisory approach?
Make an appointment for an informal discussion with our local experts