Investment Principles

We utilize direct investments, investment funds and other suitable financial instruments for our clients portfolios. 

In selecting equities, our investment experts also utilize the concepts of behavioral finance. Trends are identified and actively exploited at an early stage.

Our investment style is active with a strong focus on Asset Allocation.

Optimal Risk Adjusted Return

Taking into consideration the investors profile and any possible restrictions, the various asset classes are weighed in such a manner to obtain an optimal risk adjusted return ratio – highest profit often translates into highest risk.


By spreading the investmends across various asset classes and currencies we achieve a positive diversification effect, which in turn influences the Risk Adjusted Return profile of your portfolio.

‘Best-in-class’ approach

In the case of collective capital investments, we select the leading specialist investment managers for the individual markets and investment themes, worldwide.

Investment Principles