GUIDELINES

Discretion, independence and cross-generational partnership are our consulting approaches for a trusting and long-term cooperation.

On this basis, we protect and develop our clients' assets with innovative, future-oriented ideas and services. Our clients and their wishes are always at the center of our focus. Continuous exchange and transparency are essential for this goal. We act in accordance with ethical and ecological principles and follow the “United Nations Principles for Responsible Investment”.

Security and discretion

The security of our clients' assets is our highest priority over the long term.

We continuously identify, analyze and evaluate the risks of investments in order to minimize the probability of financial losses.

We protect the privacy and anonymity of our clients within the framework of legal requirements.

Independence

We are solely committed to our clients.

We are not dependent on institutions and companies.

We keep the necessary distance from third-party providers.

Excellence and reliability

We work to the best of our knowledge and belief and use our excellent network for specific issues in the interest of our clients.

We are always available to our clients to advice them and take action. Through our in-depth training, many years of experience and continuous training and education programmes, we ensure that we can provide you with the best risk and opportunity market assessment service.

Our Risk Management is a continous process that minimizes the likelihood of existential risks. Upon request, we take over the control for our clients by performing all the planning, coordination and control tasks.

Fairness and transparency

Fairness is for us an integral part of a long-term strategy.

Our decisions, recommendations and accounts are always comprehensible and transparent for our clients.

We completely do without transaction-related and performance-related remuneration components.

Long-term orientation, sustainability and social responsibility

When providing advice, we focus on long-term, solid development and thus protect our clients from short-term fluctuations and avoidable risks.

We are committed to our ethical, social and ecological responsibility and explicitly promote sustainable management approaches to help protect and support the natural resources of our planet.

We follow the “United Nations Principles for Responsible Investment”.