Holistic approach – added value thanks to a comprehensive overview

With our holistic and conflict free advice, we provide our clients with the certainty of building the best possible expertise and placing its implementation in the hands of the right providers.

No conflict of interest – committed to the client

In accordance with the law (Art. 183 AVO), we act on behalf of our clients and not on behalf of financial institutions, ensuring our independence.

Scientific consulting approach – evidence-based and non -predictive

We advise exclusively on the basis of established scientific findings – thus evidence-based and forecast-free.

Remuneration - Transparent, simple and fair

Our form of remuneration is simple. lt takes the form of a „risk-/assets-undermanagement fee“ or on a fee basis.

Our approach: efficient and structured

Through our efficient and structured consulting process, we reduce your administration and time burden to the necessary minimum.

Multilingual – we speak your native language

Through our multilingualism (German, English, French, Swedish and Danish), we have an in-depth understanding of the needs of our national and international clients – whether at harne or abroad. We understand you.

Owner-managed – a long-term commitment

This fact generates added value for our customer, which in turn builds and ensures a long-term, committed and personal partnership.