At our independent wealth management, we strive to achieve sustainable asset growth. This is based on a comprehensive inventory of assets, as well as the future investment horizon, investment objectives and risk profile.

It is crucial to accumulate assets through allocation to liquid asset classes. Liquidity refers to the ability to sell assets at any time, thereby making them available for other investments or projects. Liquid asset classes include investments in equities, bonds and precious metals.

We assume responsibility for investment decisions in accordance with your investment strategy. This eliminates the need for you to make decisions regarding the purchase and sale of securities. In addition to building up the investment portfolio, we also monitor and adjust it as required.

In addition to wealth management, we provide our clients with a comprehensive range of services. Our advice is tailored to meet the diverse financial needs of our clients over the long term.

An independent wealth manager is free from the constraints of being tied to banks, insurance groups, or structural distributors. This allows them to operate with the flexibility and autonomy to serve their clients’ best interests. This allows them to act solely in the best interests of their clients. Membership of the Association of Independent Asset Managers (VUV e.V.) is a reliable indicator of a strict code of conduct. The advantages of independent wealth managers over other institutions are clear from the perspective of their commitment to the client and transparency in asset management.