Are you looking for peace of mind? Want to know your money is taken care of, so that you can focus on other important things in life? That’s where our portfolio management service comes in. Our specialists are here to take the investment decisions for you, including exclusive access to alternative investments. Our longstanding expertise coupled with our personal approach means the way we manage your investments will always be geared towards your particular situation, requirements and objectives. Because we’re as committed to managing your assets as you are to running your business.
There’s no one-size-fits-all solution.
That’s why we offer four different types of portfolio management. And you
needn’t choose just one – you can opt for your own unique combination.
Active portfolio management means actively managed funds, index funds and individual stocks. But it also means you gain access to alternative investments, such as hedge funds, aimed at absolute return and diversification.
Sustainable portfolio management means an optimum combination of financial, social and environmental returns, with additional exclusion and positive screening criteria. So you can rest easy, knowing that your assets are making a positive contribution to the world.
Smart portfolio management means investing according to a mathematical model by Black & Litterman. It focuses on the risk-return ratio and delivers the most favourable diversification of your portfolio across 19 different asset categories.
Index portfolio management combines the simplicity and convenience of index investments with the peace of mind of active management. We rigorously select index funds with low fees to put together a portfolio of readily negotiable investments.
A safe pair of hands
Whatever combination you choose, your wealth is in safe hands with our portfolio managers.
Personal communication to select the most appropriate investment profile for your situation.
Tailored investment proposal, including alternative investments, sustainable investments or whatever you choose.
Actively managed portfolio, with a focus on the ratio between risk and return.
Available for private banking clients with assets of €1 million or more.