Wealth structure analysis

A well-founded wealth structure analysis is always the beginning. What does that mean in concrete terms? First of all we want to understand your individual goals and needs to get you to know. To do this, we carry out a comprehensive analysis of your assets together.

Contact

Developing an individual investment strategy

Holistic analysis of your wealth situation

At the beginning of our collaboration, we examine your current wealth situation on the liquid side (bonds, equities, gold and risk-adjusted investments) and the illiquid side (real estate, insurance, real asset investments such as private equity, infrastructure or real estate investments). To do this, we use technical support based on modern scientific findings and examine whether the composition of your portfolio is efficient from the point of view of return and risk. We then discuss together which financial goals you have and how we can realistically achieve them. We also address individual product categories and can also take into account individual preferences such as real assets or specific sustainability criteria (ESG). On this basis, we then put together a concept for you on how we can strategically invest your assets according to your ideas.