Our wealth management aims to figure out our client’s expectations related to risks and financial yields and to achieve them through marketing strategy. Therefore, the top priority is given to responsible investments and careful management of the assets entrusted to us. We actively manage risks and monitor them systematically. Our investment experts use a specific process for each investment instrument. Therefore, they make use of macroeconomic scenarios and financial market analyses to optimally guide the portfolio to individual asset classes following the client’s needs. Continuous risk checks serve to monitor individual portfolios.
Clients can thus check at any time whether the risks taken are always within the set limits and consequently if the predefined investment process is being adhered to. The aim is to identify risks in advance to avoid them and capitalize on business opportunities for our customers.