Consistently value-enhancing – Successfully investing in nearly 6,300 assets.
Can you be responsible in the international financial markets and succeed at the same time? We know how. We gear our investment strategy from a long-term perspective and systematically develop our portfolio with a view to continuity. The emphasis is on investments in high-quality bonds and sustainable involvement in quality enterprises.
Consistently value-enhancing – Successfully investing
in nearly 6,300 assets.
Can you be responsible in the international financial markets and succeed at the same time? We know how. We gear our investment strategy from a long-term perspective and systematically develop our portfolio with a view to continuity. The emphasis is on investments in high-quality bonds and sustainable involvement in quality enterprises.
As an investor with a long-term orientation, we know that short-term market developments are difficult to forecast. With this in mind, our family office continues its systematic reliance on continuity and stable partnerships. To achieve this, we cooperate with specialised financial analysts, economists and well-known experts in economics, business administration and tax law.
We take our investments seriously. This means that we manage each investment professionally, having built up a perfect approach to controlling that permits us to call up the portfolio and performance of each individual investment at all times. We also work closely and in a spirit of trust with six partner banks, along with additional sectoral and regional specialists.
-
OUR SUCCESS IS BASED ON STABLE PARTNERSHIPS.
As an investor with a long-term orientation, we know that short-term market developments are difficult to forecast. With this in mind, our family office continues its systematic reliance on continuity and stable partnerships. To achieve this, we cooperate with specialised financial analysts, economists and well-known experts in economics, business administration and tax law.
We take our investments seriously. This means that we manage each investment professionally, having built up a perfect approach to controlling that permits us to call up the portfolio and performance of each individual investment at all times. We also work closely and in a spirit of trust with six partner banks, along with additional sectoral and regional specialists.
Successfully achieving diversification.
We work exclusively with our own capital and do not count on general trends. Our objective is to generate positive yields independent of growth in the capital markets. To accomplish this, we successfully diversify our investments – into asset classes and market segments but into geographic regions as well.
Within the asset classes, we are mainly active in bonds, stocks, commodities or precious metals. We invest in a variety of market segments, from small to large companies, from so-called ‘small caps’ to ‘large caps’. This is how we diversify investment while striking a balance between offensive and defensive assets.
In the process, we systematically supplement our core portfolio with satellite investments which may or may not correlate with our core areas. We also diversify through different investment strategies such as the value and growth approaches.
-
INVESTING WITH A CLEAR VISION FOR OPPORTUNITIES IN THE MARKET.
Within the asset classes, we are mainly active in bonds, stocks, commodities or precious metals. We invest in a variety of market segments, from small to large companies, from so-called ‘small caps’ to ‘large caps’. This is how we diversify investment while striking a balance between offensive and defensive assets.
In the process, we systematically supplement our core portfolio with satellite investments which may or may not correlate with our core areas. We also diversify through different investment strategies such as the value and growth approaches.
Our objective is always clear: to generate positive returns regardless of trends in the capital markets. Our financial strategy is bearing fruit. With some 1,300 carefully selected financial investments in highquality bonds, commitments in healthy companies and acquisitions of gold as well as over 5,000 shares, investments in 35 currencies and in all major geographic regions, we have diversified our efforts in a healthy way. Our partners in the financial sector contribute their expertise to help us identify, acquire, maintain and successfully pass on these high-quality assets.
-
NEARLY 6,300 ASSETS IN ALL MAJOR FINANCIAL MARKETS.
Our objective is always clear: to generate positive returns regardless of trends in the capital markets. Our financial strategy is bearing fruit. With some 1,300 carefully selected financial investments in highquality bonds, commitments in healthy companies and acquisitions of gold as well as over 5,000 shares, investments in 35 currencies and in all major geographic regions, we have diversified our efforts in a healthy way. Our partners in the financial sector contribute their expertise to help us identify, acquire, maintain and successfully pass on these high-quality assets.