The Foundation. For good reasons. And on solid ground.

We have worked with many of the foundations that we take care of at our bank from their initial founding ideas, and supported their later realisation with the help of our network of internal and external experts. From there, it is only a short step to our asset management service - a service that existing foundations can naturally also call upon. These are primarily institutions or companies that wish to have the capital of their own foundation looked after in the best possible manner.

Against the background of the legal requirements for foundations,  such as the founder's intentions or the purpose of the foundation , we develop individual investment concepts that meet the demand for maintenance of asset value, as well as the requirements of withdrawal regulations.

Typically, the first steps in our foundation asset optimisation involve an analysis of the current portfolio and assistance in building a model portfolio. Our independence as a private bank affords us an unusually large scope for decision-making   not only at the outset, but also during subsequent implementation, which is characterised by an active asset management service and consistent portfolio optimisation. A comprehensive reporting system provides the necessary transparency.

And last but not least, our location in Luxembourg, with its undisputed foundation-friendly legislation,  provides the best prospects for successful asset investment for foundations.