Strategic Asset Consulting
We provide concepts for asset preservation and value growth – and deliver convincing results on the basis of our expertise in all key investment decisions.
Initially, we identify the total assets and factor in peripheral conditions, risk tolerance and specific scenario solutions. We then define a personal investment objective and develop an appropriate, individual asset allocation. Finally, we advise our clients with regard to a sufficient diversification of their assets on a strategic level. We achieve this diversification on the basis of asset classes, currencies, regions, industries and depositories.