Wealth is a lot more than just money. For our clients and their heirs, it means security and freedom, amongst other things. That is why we have developed an approach to investment that is specifically designed to preserve and accumulate wealth in the long-term.
Our approach is based on three success factors – an investment strategy tailored to your individual needs, the sound and well-founded analysis of investment opportunities and finally, the disciplined implementation.
Your investment strategy is individually tailored to you - to your needs and wishes, your situation and your financial goals as well as to the risk you can and would like to bear. We will work out these points together with you.
We do not follow fads. Our focus is on investments in quality companies at a reasonable price. The scientifically based Moor & Bachmann Score developed by us allows us to assess and monitor the attractiveness of investments objectively.
So that we can implement the investment strategy in a precise, transparent and cost-effective manner, we focus on direct investments in individual securities. We consistently avoid structured products and expensive investment funds.
Would you like to learn more about our wealth management approach? Please make an appointment.
Upon request, we can also provide additional, tailor-made family office services that go beyond the scope of traditional wealth management. As a central point of contact, we provide our clients with independent support over the long term with all financial issues, and even with many issues that are not financial in nature. We assist our clients in making important decisions, while ensuring that all the relevant details have been taken care of and mistakes have been avoided. To support our clients and take some of the pressure off them, we can also assist in various ways with routine activities.
A selection of our family office services are outlined below. You can put together the services you require according to your needs over time.
Would you like to learn more? Please read about your benefits as a client or contact us.