Individual asset management

We support pension funds, companies, foundations, NPOs, and other institutions of all sizes with their investments. In doing so, we rely on independent analysis, active and tailored management, and a strong domestic focus.

Goal-oriented mixed mandates

We work with the client to define an investment strategy with appropriate ranges, as well as return and risk targets. These parameters define the target size of the desired portfolio. Our management strategy is not based on a benchmark, but is derived from strategic allocation and continuously adapted to the respective market situation.

Relative mixed mandates

For relative mixed mandates, the benchmarks are set by the clients. We actively handle the mandates based on the defined ranges of the respective asset classes.

Category mandates (equity, bonds)

In addition to mixed mandates, we also offer active asset management of category mandates, focusing on bonds and equity.

Custodian bank

As an independent asset management company, we are unrestricted in the choice of custodian bank and collaborate with all major providers. Upon request, we will assist you in choosing the custodian bank and provide you with an overview of the conditions and services of the individual banks.

Track record, sample portfolio, and reference clients

We would be happy to tell you about our track record in an individual offer and provide you with a sample portfolio on request.