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Everybody wants their assets to grow successfully. However, investment opportunities such as savings accounts are not very lucrative, or such as the stock market require a lot of effort and commitment. Through our products and our services you can easily combine the advantages of different forms of investment. In contrast to an investment in individual securities, investing with our help is a lot more easy and convenient. You don’t have to constantly follow current developments in the fast-moving financial world, while you can still benefit from growth opportunities in financial markets. In addition, the risk-return-profile of professional asset management is simply better. For us, products and services are only a means to an end so that you can reach your financial goals. We specialise in advising wealthy private clients on financial matters and in managing their assets. The focus of our activities lies in the following areas: Our mutual fund We set up a mutual fund that invests in a variety of different asset classes in a flexible manner. Investors can invest in the fund with a minimum of 1,000 euros one-off or a minimum of 100 euros per month (in the framework of a savings plan). The fund has daily liquidity, meaning fund units can be bought or sold every business day. Further information about our fund can be found here.
Free investor newsletter We issue a monthly investor newsletter, in which we analyse current events in the financial markets and summarise our views. You can subscribe to the free investor newsletter here. Customised portfolio management As independent asset manager, we offer you the opportunity to have parts of your assets managed by us. You provide us with the framework within which we shall invest, and we take care of the implementation. The minimum investment amount is 250,000 euros. For private clients and institutional investors with liquid assets of more 5,000,000 euros, we can create a specialised fund and manage it according to your guidelines. Further information about customised portfolio management can be found here. Free review of your current portfolio We offer you the opportunity to have your securities account analysed by us free of charge and without any obligation. Subsequently, we show you how to optimise your current portfolio. Further information about our free account review can be found here.
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