Individual Asset Management
We manage securities accounts in the clients name held at a bank of your choice by means of a limited power of attorney. Additionally to the bank statements, we produce our own comprehensive and intelligible client statement of all the investments under our management.
Our compensation is composed of management fee and performance participation. We have minimum requirements for this service.
The concept of our wealth management consist of:
- Analysis of the requirements on your wealth.
- Development of a personally tailored investment strategy.
- Translation of these requirements into your individual expectation of the return and risk tolerance of your investments.
- Constant control of your investment goals and adaptation to changes in your requirements.
Your advantages are: clearly defined expectations, reliable results and efficient control of your wealth. Our aim is a lasting client relationship.
In the PDF annex you can examine the performance of our Basic Strategy:
