The Services We Offer
Our over-riding objective is to provide you with an investment plan that is both secure and offers a high return. As an independent supplier of financial services, we see our main task as being to serve your interests at all times, which means that we can concentrate totally on making the most of your assets for you. We carefully analyze your investment goals in a personal conversation and develop, together with you, a financial plan tailored to suit your individual needs.
We take over the administrative duties involved in looking after your assets, whether we are talking about portfolios with shares of individual companies or investment funds.
We also offer a "family office" service. In this instance we manage your assets, inheritance plans and also carry out the controlling and accounting of all your personal wealth - providing you with a complete and transparent overview of all your financial dealings. Our network of associates means that we always have an ear to the ground on both the European and American Venture Capital markets as well as the real estate market.
