Wealth Management
As an independently owned wealth management firm, we take pride in offering personalized service to our clients and have a proven track record of providing tailored solutions. We focus on long wealth generation, utilizing a global and thematic investment strategy that connects you to the trends, industries, and companies that are defining the future.
3D Investment Concept
Since our inception, it has been our ambition to make a profit for our demanding clientele in every market situation. The basis for success of the 3D investment concept is based specifically on the diversification of investment instruments, markets, strategies and dimensions. With our investment concept, we face the challenge of profiting from rising, sideways and falling share prices. But only those who have mastered the increasing number of investment instruments available, and know how to use them at the right time, have the chance to actually fully exploit the profit potential with calculated risk.
1. Classic Asset Management
For your classic assets, we offer you active asset management with automated profit protection and loss limitation as well as dynamic trailing stops.
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Trading of first-class blue chip stocks based on our proven analysis and trading system
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Global stock selection based on fundamental and technical parameters
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Targeted and combined use of structured products, ETFs, strategy and thematic funds
2. Defensive Premium Strategy
With the sale of covered call and put options (short), or through the targeted use of structured and alternative products such as AMCs, CLNs and Trackers, additional income can be generated in consolidation phases.
In addition, in falling markets, a loss can be reduced by the premiums or coupons. With the consistent use of premium strategies, performance can be achieved even in volatile sideways phases.
3. Alternative Investments
It is not recommended solely to rely on rising prices, because the next crash is sure to come. Therefore, we use alternative investments in the 3rd dimension in a targeted manner in order to be able to benefit from both rising and falling prices. We focus primarily on investments in precious metals, commodity or real estate. Thanks to the low correlation to classic equity investments, the use of these instruments offers the opportunity to optimise the risk-return profile of the client's securities portfolio.
