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Investment Guidance
When we are mandated to give investment guidance we provide our clients with our expertise and supply them with information. Investment decisions, however, are made by the clients themselves. The current state of a client’s assets is established as a first step towards consolidating those assets and a specific investment concept is developed. We then hold talks with portfolio managers to make selections, choosing securities and funds and negotiating conditions with bankers and brokers. Our know-how rests on our experience in the area of discretionary asset management and our independent research into all classes of assets.
When we are mandated to give investment guidance we provide our clients with our expertise and supply them with information. Investment decisions, however, are made by the clients themselves. The current state of a client’s assets is established as a first step towards consolidating those assets and a specific investment concept is developed. We then hold talks with portfolio managers to make selections, choosing securities and funds and negotiating conditions with bankers and brokers. Our know-how rests on our experience in the area of discretionary asset management and our independent research into all classes of assets.