
Investment Services
You set the rules. We invest on your behalf.
Not enough time? Missed investment opportunities? Our team of investment specialists will support you to achieve your financial goals. You set the direction, we manage your assets on your behalf. What does that mean? You focus on the big picture and leave the day-to-day decisions to our experts.
Ways of investing
Managed solutions
We monitor all asset classes and invest in equities, bonds, real estate, and alternative investments (e.g. private equity). Our experts manage the weighting of the categories in accordance with your risk tolerance and their assessment of the respective capital markets.
Individual solutions
With the advice of a private banker, you select your own personal portfolio from a set of modules, set priorities, and determine the weighting. This innovative approach allows you to flexibly select asset classes and markets according to your risk preferences.
Supporting you to preserve and grow your wealth
Professional investing
We offer asset management based on a proven investment process.
Exceptional service
Our experts invest on your behalf – they do the heavy lifting for you.
+200 years of history
We are a trusted partner and financial adviser with +200 years of history.
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Private Equity
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Please note the risks:
- Asset prices can fluctuate considerably depending on the strategy.
- Investments in foreign currencies can be negatively impacted by exchange rate changes.
- Capital losses are possible.
Please also note our legal information. Investing in securities also involves risks. Past performance is no indication of future performance.