Portfolio management at our bank is above all a very personal matter.

At our bank, the vital prerequisites for the management of every portfolio are personal responsibility and personal trust. The high level of personal trust that our clients place in us, when they leave their assets in our custody. The high level of personal responsibility which we take on and set ourselves for such an extensive task. Even more so because we see in every asset not only its material value but also the underlying history and future of people and families.

Constantly building up assets entrusted to us requires a professional and forward-looking vision. Continual market observation, sound market knowledge and vital experience are the foundation of our responsible decisions  always made in the knowledge that it is your assets that we are managing. Four different investment strategies  from profit-oriented to capital gains-oriented consistently reflect the investment expectations of our clients and define the scope of the investment process.

Last but not least: our portfolio management should not only make a monetary profit, but it should also free the owners of duties and responsibilities.