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Our traditional advisory services are designed for private clients who are accustomed to reaching decisions independently, but who do not have the time to follow financial market developments on an ongoing basis.
We focus on value preservation and an overall appreciation of your assets in the long term. Our specialists also help you with finance-related questions that extend beyond the classical investment business (e.g. pension planning advice). We take a dynamic advisory approach that accounts for both your current situation as well as future changes.
We place particular value on:
- providing independent and objective advice, recognizing client needs and maintaining a regular, open dialogue
- developing individual, tailored solutions and providing support in the implementation thereof
- strong personal commitment and outstanding service
- discretion, integrity, continuity and performance-oriented