Investment Advisory

Guidance for active investors: You retain full control while we provide investment ideas and proposals. Our investment advisory service fosters a professional dialogue among equals.

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  • Tailored investment ideas: You receive personalised investment recommendations aligned with your investment profile.
  • Unrestricted decision-making authority: We provide investment recommendations and ideas, but the final decision on each transaction is always and exclusively yours.
  • Exclusive research access: Benefit from in-depth market analysis, global trends, and innovative investment concepts that unveil new perspectives.
  • Needs-based interaction: Our consulting services adapt to your rhythm - whether as a situational review in response to market changes or as a regular strategic exchange.
  • Inspiring knowledge transfer: We position ourselves as your sparring partner. We offer valuable inspiration and well-founded second opinions, rather than automated execution.
"For me, professional investment advice means reducing complexity. We filter information, create clarity, and open up new perspectives."

Nicolas Peter

Get in touch for a personal exchange.

A personal consultation often serves as the most effective means to achieve clarity. We actively listen, comprehend your specific situation, and present transparent solutions.

Schedule a meeting