Asset management
Your company's liquid assets should be put to the best possible use. But investment opportunities often pass without being seized, possibly due to a strong aversion to risk or a lack of information about the opportunities on the money and capital markets. In these times of more intens competition, however, investing as efficiently as possible becomes increasingly important.
We offer the information and expertise needed for successful investment. That is because we view ourselves above all as a capable partner for your company.
Fundamentals:
Clearly, your objective is to seize investment opportunities systematically. That is why you do not restrict investments of liquid assets to overnight or term deposits on the money market.
Instead you wish to make full use of the attractive returns offered in the bond and equity markets.
In partnership with you, we will determine the general framework for a successful investment strategy, taking into account legal requirements, existing commitments and other factors as well as your personal guidelines and preferences:
* the amount of funds available for investment
* the time horizon of the investment
* your personal appetite for risk.
On this basis we can pinpoint suitable products, achieving an optimal cross-section of yield, risk and horizont.