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Individual Portfolio Management

The best gold standard of investing

Handing the management of your own assets over to a bank is an act of enormous trust – which we know to appreciate.

This is because preserving and growing assets over generations requires an intuitive feel, expertise (naturally), and a conservative approach. 

At our company, your adviser and the portfolio manager will be personally by your side.

Keypoints:

  • The Portfolio Management track record goes back to 1999. This amounts to 20 years of experience, which we are very proud of
  • Our three portfolio managers have got a market experience of thirty years in average
  • Quaterly we automatically send you the portfolio overview and performance reports – once a year you receive the documents including all tax related reports

Investment process

We handle all of the investment decisions for you

General investment process information

You decide on your customised investment strategy in mutual consultation with your personal consultant. This process will examine factors such as the weighting in shares or foreign currencies. Alternative investments (such as commodities) may also be considered. On request, it is possible to incorporate hedging strategies.

Your asset manager will take the investment decisions based on the guidelines agreed with you. The focus is always on: meaningful diversification of your investment securities, without excessive individual risks. In order to achieve this, we invest exclusively in top-performers exhibiting long-term continuity and outstanding creditworthiness.

Share investment process

Bond/foreign currency investment process

Awards

Our performance – testified and rewarded

21 excellent results were achieved in the past *

Firstfive AG of Frankfurt, Germany – an independent monitoring and ranking institution – regularly conducts analyses and evaluations on the performance figures for our products and compares them with those of other asset managers.

We are very pleased with these achievements and would like to thank our clients for the trust they have placed in us.

9 x among the TOP 5 Portfolio Managers

3 x among the TOP 4 Portfolio Managers

5 x among the TOP 3 Portfolio Managers

4 x among  the TOP 2 Portfolio Managers

*Analysis of firstfive from 2008 til 2018 in the categories “conservative” and “balanced”


Team

Unsere Vermögensverwalter und Portfoliomanager

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