Exciting reads

Quarterly market commentary and articles on relevant topics

We publish our quarterly market commentary in order to discuss the most important current political and macroeconomic issues. We explain economic correlations and try to give interested readers an insight into the world of financial markets.

We also occasionally publish commentaries on specific issues in various economic journals.

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Portfolio check

Portfolio optimisation is worth the trouble

We will gladly analyse and investigate how your portfolio can be improved and uncover hidden costs. Whether diversification strategies, risk management or cost optimisation, we will support you with your decisions by means of our free and non-binding portfolio analysis!

Our services for you:

  • Optimisation suggestions for the existing portfolio
  • We will personally discuss the result of the portfolio check with you
  • Analysis of your security portfolios (e.g. stocks, bonds, structured products, funds, certificates, currencies)
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Real estate

Real estate services

In all matters related to real estate purchase, sales, or financing, we are here for you. With us, you can easily take advantage of a network of real estate agents, numerous financing opportunities, and insurance specialists and have your real estate portfolio organised from a single source. We specialise in both commercial investment properties and commercial properties as well as in private real properties and mortgages.

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Wealth Planning

Asset, liquidity, and retirement planning

Strategic asset planning is essential, unless you want to leave your economic future at the mercy of luck. Supported by state-of-the-art software, we analyse the state of your entire company as well as your private income, tax, liquidity, and assets. Together with you, we plan your financial future and security in order to create peace and certainty.

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QUICK FACTS
  • Suitable for institutional and private investors
  • Long-term solution approaches
  • Extensive optimisation options for each asset

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We look forward to hearing from you and to presenting our customised consulting offers. Contact us.

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