• a group plays chess

    Winning starts with a strategy

Whether you want to be aggressive or play it safe, we have the right wealth management solution for you

Whether playing chess or investing money, the same principle applies: if you don’t stay on the move, you’ll be checkmated. Standing still is not an option – neither in chess nor with your wealth. Success requires strategy, foresight and smart action. You need to plan your moves with purpose, take advantage of opportunities and minimise risks – ideally with a broadly diversified portfolio tailored precisely to your personal risk tolerance. This strategy should be geared towards the long term, as stability is important, especially in challenging times. The past shows just how important patience can be.

Performance of investment strategies compared with the money market

The right time to take action is now!

In a financial world full of changes and uncertainties, it’s important to keep a cool head:

  • Diversify your game: spread risks in the same way a chess player would arrange their pieces and take advantage of the opportunities available.
  • Patience pays off: long-term plans determine success.
  • Analyse your opponents: when investing, it’s important to stay informed and keep an eye on the markets so you can make informed decisions.

A smart move: advice and individual solutions 

We’ll work together with you to develop your personal wealth strategy, taking into account:

  • The optimal equity component for your return targets.
  • Your risk profile and comfort zone in the event of any fluctuations in value.
  • Your short-/medium-/long-term goals for sensible asset structuring.
  • Your desired role: actively manage things yourself or leave it to experts to monitor the market.

Our experts will analyse the market, identify opportunities and risks, and automatically adjust your investments if desired. 

Make use of professional advice before making investment decisions. Whether you choose your own moves yourself or have our experts implement the strategy for you, together we’ll plan the right solution for you.