With the help of a portfolio, you can put together various investments and financial investments that are intended to provide asset growth or asset protection. Investments are often made in different projects in the same industry or in different industries according to the principle of risk diversification. The time-consuming monitoring of many individual projects can lead to the failure of investments.
Our consultants not only take over the management of your current investments, but also act for you on the basis of the top-down principle. This means that you tell us your goals which determine the way we manage your portfolio. We take your current capital and asset structure into account comprehensively. Based on our conclusions we create individual investment strategies and make investments or disinvestments.