Investment Management

  • Systematic analysis of the client’s specific situation and needs
  • Definition of a global investment strategy based on the client‘s individual situation, goals, risk profile and tax situation
  • Continuous market and investment analysis
  • Investment decisions and cost effective implementation of the individual investment strategy
  • Constant monitoring of the portfolio
  • Liquidity management
  • Transaction control
  • Performance analysis
  • Custodian bank(s) according to the client’s choice