Individual Asset Management

„Capital appreciation over a mid-time horizon under special consideration of individual customer needs.”

This is our philosophy and we have been successfully implementing this strategy for over 10 years.

Our basic strategy is a balanced European portfolio with a target asset allocation of 40% equities and 60% bonds.
Through dynamic asset allocation between these asset classes we strive to achieve an above average return versus bonds while limiting risk.

We invest on the basis of a mainly fundamentally driven top-down/bottom-up investment approach. Through continuous analysis of economic-, monetary- and interest rate-cycles there is a constant rebalancing of the weightings of the various asset classes, adjustment in the duration of our portfolio as well as in between industry groups and sectors.

By using several separate risk management tools we make sure that individual risk budgets are not undercut even in turbulent market phases.

Success has proved us right: We have achieved our target returns of 5-7% annually over the last 10 years even in difficult times.

Our basic strategy can be adapted to your specific needs (risk/return model). Asset allocation, target return and risk budget will be set accordingly.

Have a look at the return and risk metrics of our basic strategy on the following fact sheet: