Qualified Institutional Investors — a holistic approach to international private wealth management with access to the latest market information and financial analyses.
Our products seek to meet the needs of today's investors — driven by innovation, with a focus on simplicity and value, allowing you to follow the market without the associated pitfalls.
Structured products are investment products available to the public whose repayment value derives from the development of one or several underlying assets. As an exclusive address for international Private QIB Wealth Management, our portfolio managers have access to the latest market information and financial analyses. Our services focus on structuring your investments in such a way that your wealth is preserved even in times of turbulence in the marketplace and can continuously accumulate over the long term.
Investments such as:
Combination of traditional investments:
Legally, structured products are obligations for whose fulfillment the issuer is liable with all of its importance to the investor.
Our approach to asset management is rooted in long-term preservation and continuous accumulation — even in turbulent markets.
Be it Bonds, Stocks or Real Estate, each capital market has its own character that can materialize in the form of long-term gains just as well as in short-term price volatility.
Market-return oriented investment strategies take into account long- and short-term proclivities and take advantage of the opportunities they offer. You determine the extent of strategic asset allocation — your personal risk profile defines the various weightings of Stocks, Bonds, Real Estate and other investment types within your portfolio.
The spectrum of strategies ranges from interest income — regular dividend and coupon payments with the least possible risk — to Conservative, Balanced and Dynamic, all the way to Equities.
Focused on delivering a defined return objective. Our portfolio managers engineer solutions that pursue a specific target return while managing risk within the boundaries of your investor profile.
Overarching financial and financing issues, pinpoint calls on liquidity, special extraneous circumstances or a personal interest in investing frequently justify an individualized investment strategy. The first step is to analyze your current financial status by means of quantitative methods such as an asset/liability study. Specific types of investment are then chosen in a way that meets the requirements of your personal situation.
Past performance is not indicative of future results. This statement is mandated by the U.S. Securities and Exchange Commission (SEC) to protect investors from relying too heavily on historical returns.
We offer you outsourcing that can help you be more competitive. We believe in helping you grow your business.