Your assets are managed by experts
Our experts find the optimal proportions in the given return/risk relation.
What is active asset management?
You have the option of having our portfolio management experts look after your assets for you, so your savings are managed without your personal involvement. Our experts will make investment decisions and execute transactions on your behalf based on your authorisation.
How does it work?
After assessing your risk level, we will develop your long-term investment strategy, taking into account your specific tax, legal, and financial needs, and then design the appropriate portfolio.
Our experts constantly monitor current market changes, they make investment decisions and execute transactions. We will send you a monthly report on the status of your portfolio, the implemented transactions, and the current outlook.
Advantages
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It enables fast reaction
Our experts react quickly and directly to current market changes.
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The scope of available markets is wider
With your portfolio, you can also access special opportunities typically only available to institutional investors.
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Convenient
It can save you time and energy, so you can spend more time on your family, your work, and your hobby.
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Good value for money
Managing the assets collectively but in separate accounts also has significant economies of scale in the case of fixed rate assets.
Disadvanteges, risks
- Not capital guaranteed: the investor assumes a risk, the assets returned upon termination of the portfolio management contract may be less than the invested amount.
- The portfolio manager decides: although an investor can always change strategy, he or she cannot change the investment decisions of the portfolio management strategy already chosen.
Do you have any questions?
Please call your advisor for the details!
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Please expect our colleagues to call you on weekdays between 8 a.m. and 6 p.m.