• Mountain hut

    Leading you systematically to success

Our proven asset management investment process

Our investment philosophy is characterised by an active investment style and clearly structured decisions. Your requirements are always our top priority.

Our experts assess your situation, discuss it with you, and propose strategies and implementation approaches that fit your needs.

Consistent implementation of asset allocation decisions

Our investment process for your success

Our investment style for equities and bonds is value-oriented. In equities, we rely on a proven, proprietary quant value approach. The quantitative ranking of the securities serves as a starting point for the fund manager to undertake more in-depth fundamental analysis.

We use a top-down approach to obtain an optimal risk-return structure. Our experts observe global economic trends, look for the best sectors and regions, and finally select the most promising individual securities within that segment.

Investment processes are structuring the investment activities