Let us take care of it.
And you stay in balance.

A steady hand really is essential when it comes to investing – and unlike other investment advisers, we have no interest in reallocating too often. When necessary, however, we step in to make corrections at any time: we monitor your portfolio continuously and, with our strategic risk management, ensure that the balance of return and risk you have chosen is maintained. If price fluctuations lead to a deviation from your target, we identify this in good time and reallocate your portfolio without delay, free of charge: this is known as rebalancing. When trading securities, we avoid placing orders on the stock exchange and instead, wherever possible, reallocate internally among our clients. That way you trade entirely without a bid-ask spread – and unlike other banks, we are happy to pass this cost advantage on to you.

We also carry out a detailed review of your entire portfolio on a regular basis and check carefully: is the portfolio still meeting its objectives, and are the weightings of the individual securities correct? Are there better products available in the meantime? This way, your portfolio does not sit idle but always sails with the wind – and you can sit back and relax.