Investment advice

Personal and individual advice

As a high net worth private client you constantly face the challenge that each investment decision is closely linked to business or family matters. This complex interplay is addressed by our proactive advisory strategy, which follows a clearly defined and structured process. You benefit from our specialist expertise and decades of experience in asset management. This also covers the review of investment decisions already taken by you and their adjustment where appropriate. Our broad range of advisory services include, for example, liquidity planning, shares, fixed-income funds and equity investments.

We provide professional investment advice in our offices in Hamburg, Kiel, Berlin and Dusseldorf.