Social Responsible Investments (ESG)

Output: we jointly define a strategy that aligns with your risk/return and ESG objectives and we work to implement this long-term strategy together

  • Invest in the future of your children.
  • Joint development of selected criteria for the implementation of sustainabiIity strategies. The criteria can be individual or based on known ESG standards.
  • Together with selected business partners we develop a social responsible strategy for your liquid wealth.

Our Services

Financial Health Check-up

At the end of the Health Check, you will receive a detailed analysis of the current situation, with specific recommendations and optimizations.

Financial Health Check-up

Asset Planning/Strategic Asset Allocation

Based on your current need and your long-term goals, we jointly define the optimal asset allocation that will meet your long-term needs.

Asset Planning/Strategic Asset Allocation

Manager Selection

Based on broad selection, the appropriate asset managers are chosen so that the strategic asset allocation is implemented in the best possible way.

Manager Selection

Consolidation / Monitoring

A consolidated overview enables monitoring of investment guidelines, controlling of fees and settlements as well as performance market comparisons.

Consolidation / Monitoring

Investment and Transaction Services

We support you in all entrepreneurial activities and coordinate them with the strategic asset allocation and your personal needs.

Investment and Transaction Services

Social Responsible Investments (ESG)

Based on your current needs and your long-term goals, we jointly
define the optimal asset allocation that will meet your long-term needs.

Social Responsible Investments (ESG)

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