Wealth management

The management of your liquid assets may seem easy, given the abundance of providers and investment products – however this is precisely where the pitfalls lie. In practice, the sheer number of possibilities and opportunities often makes it impossible for investors to make the right choice, to monitor their decisions closely and ultimately to find the right timing for investment decisions. The same applies to the insurance portfolio – too many insurance policies and all too often too little protection and transparency. And finally, there remains the core area of ​​your assets, where emotional ties are often strongest– your property.  Experience shows that this represents the greatest share of a client’s wealth, but often remains somewhat overlooked.

We analyse und optimise your private wealth

In the area of liquid investments, the focus is on developing a tailor-made asset structure that fits your risk profile. The idea is to optimise the return on your investments and to minimise the respective risk in order to better protect your assets against unforeseen influences. An essential element here is cooperation with the respective banks, with whom we are happy to speak on your behalf, to review existing structures or investment proposals and, if desired, offer a second opinion. However, the ultimate decision will always be yours. In the insurance sector, it is a matter of creating transparency, streamlining and filling any gaps in order to make this asset as useful as possible. Even if real estate plays a less prominent role, it must nonetheless be considered when making strategic decisions and requires some monitoring.