Advisory

Mandates for institutional clients

We also apply our understanding of economic data, macroeconomic trends and market cycles to institutional advisory mandates.

The ability of an asset manager to make well-founded decisions is based on a variety of factors and skills. For us, an in-depth understanding of the financial markets, the various asset classes and their risk/return profiles is crucial.

Our ability to manage risk plays a decisive role in this. A good asset manager must understand the risk tolerance of his clients and be able to diversify portfolios accordingly in order to generate an adequate risk-return profile. We make informed decisions based on thorough research and analysis as part of structured investment processes. This includes the evaluation of company data, economic indicators, geopolitical developments and other relevant factors that can influence the markets.

Our strength lies in our ability to respond to the individual needs of our clients.

YOUR CONTACTS

Our Advisory division is characterized by a broad spectrum of tailor-made services to meet the financial needs and wishes of our clients. A key component of this is the personal support from our experienced advisors.

  • Photo shows Ansgar Eckert

    Ansgar Eckert

    • Geschäftsführender Verwaltungsrat
  • Photo shows Sylvain Stork

    Sylvain Stork

    • Partner
    • Private Wealth Manager
    • Portfoliomanager