• Multi-asset and bond funds form the long-term and stable core of a portfolio. The focus lies on capital preservation, sustainable wealth accumulation, and reliable returns. Broad diversification ensures a well-balanced risk structure.
• While equities tend to be more volatile, bonds are significantly more stable as an independent asset class. They act as an anchor of stability and provide a solid foundation for multi-asset strategies.
• Multi-asset funds can flexibly adjust the allocation between asset classes according to market conditions. In positive phases, they can increase exposure to higher-yielding assets, while in volatile markets, they can shift to more defensive positions.

At the heart of our approach lies active, independent management of equity, bond, and mixed portfolios – supported by state-of-the-art analytical tools and deep market insight.

Our strengths:

• We act actively, independently, and solely based on our convictions.
• Our team combines many years of expertise in equities, bonds, and multi-asset investments.
• Modern analytical methods support our investment and allocation decisions.

This enables us to create a stable foundation for our clients – one that optimally combines return and flexibility.