Successful asset management is the art of combining discipline with agility. We relieve you of the burden of daily investment decisions and steer your portfolio through the dynamics of the global financial markets with a clear strategy.

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Tailor-made investment strategies: We develop an individual portfolio profile for you that precisely balances your personal risk tolerance and your return objectives.
Active market navigation: We continuously monitor the markets and proactively adjust your portfolio allocation to take advantage of opportunities and mitigate risks at an early stage.
Institutional investment quality: Our first-class infrastructure gives you access to asset classes, instruments, and conditions that are usually reserved for institutional investors.
Analytical discipline: Every investment decision is based on a review process. This method protects your assets from impulsive reactions and creates the basis for sustainable value growth.
Efficiency through technology: Thanks to our partnership with Aquila, we use state-of-the-art portfolio management systems for the precise implementation and monitoring of your mandates.
Maximum transparency: Detailed and comprehensible reporting keeps you informed about the development and structure of your assets at all times.

"With calm and analytical discipline we steer your portfolio through any market environment."

Claudio Henseler

Investment Advisory

Wealth Management and Family Office Services

Investment Products

Pension Planning & Solutions

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

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Asset Management

Investment Advisory

Wealth Management and Family Office Services

Investment Products

Pension Planning & Solutions

Get in touch for a personal exchange.