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    An asset class in itself

Portfolio-based asset management for long-term success

An optimal reconciliation of your return targets and risk mentality ensures that your portfolio and your investments can develop optimally for the long term.

Given your risk and return targets and your specific needs, we determine the best possible strategic weighting of the individual asset classes for you, based on the insights of portfolio theory and within the permissible bandwidths. In doing so, we take your individual situation into account. With our disciplined investment strategy, we reflect the quintessence of our investment experience in your asset management to implement your own optimal investment strategy. With a focus on preserving value, we make full use of the agreed asset management bandwidths in the individual asset classes (equities, bonds, real estate, and alternative investments) depending on the market situation.