Our primary service is (discretionary) asset management. Based on high-quality research, a large network of investment professionals and in-depth knowledge, we compose well-diversified international securities portfolios. We generally opt for a so-called ‘core-satellite’ approach, with a focus on individual stocks and bonds (‘core’), selectively supplemented with mutual funds, trackers and / or other products (‘satellites’). Within the core, we focus on financially sound companies with a business model that benefits from (a) structural growth trend(s). The satellites mostly concern active, specialist mutual funds. For our asset management services we charge a management fee based on the amount of assets under management.

We have good relationships with various reputable custodian banks in Switzerland and Luxembourg, where the investment portfolios of our clients are held. Competitive cost arrangements have been negotiated with these banks. Our clients can choose from these custodian banks themselves, albeit that the minimum required capital differs per bank.