Business model

1. choose an investment strategy tailored to you
We know that everyone is different and has different wishes and ambitions. That’s why we develop an individual investment strategy for each client. First, we get to know you and your situation. We talk to you about your personal circumstances, your goals and your risk tolerance. Based on the information we receive from you, we create an investment strategy that is optimal for you.

2. choose the bank you trust
With our help, you can find the ideal bank for your assets. Thanks to our cooperation with a large number of first-class banks, we can offer you outstanding conditions. Save financial resources and benefit from our comprehensive expertise.

3. sign an agreement
Once you have chosen a bank, you sign an agreement with us. This agreement gives us the authority to manage your assets on your behalf.

4. we manage your assets
We invest your assets optimally based on the investment strategy previously tailored to you. We ensure that your finances are optimally secured and that you achieve your goals. We monitor your investments on a daily basis and adapt our strategy to current market conditions. We keep you informed of our decisions and are always available to answer your questions.