Security despite change
Extensive riskmanagment ensure transparency
The markets are going through constant change. But your personal situation and your investment goals can also change. Our advisors therefore examine continuously and with the greatest care whether the structure and development of your asset allocation still suit the current situation. This gives you the security that your assets are in the right place in every situation.
Risk monitoring by specialists
We consistently manage the risks to your assets. Independent specialists at the Bank constantly observe whether the professional management of your portfolio is strictly following the parameters of your investment strategy and remains focused on your investment goals. We constantly check whether the agreed investment limits are being observed and if necessary carry out corresponding corrections and adjustments to your portfolio.
Your are fully in the picture
We are convinced that transparency is the best way of showing discipline and promoting trust. We therefore regularly provide you with reports on agreed reporting dates giving you a detailed and clear account of the work done for you.
These reports take into consideration all purchases and disposals and give you a comprehensive explanation of the changes in value and transactions up to the reporting date. The presentation of the percentage performance of your assets also covers all tax claims and shows the value after the deduction of all costs. This means that you are fully in the picture at all times.
