Core satellite – our strategy for individual portfolio management
It’s well known that “the dose makes the poison”. And this is also what our core satellite strategy is based on – the right composition produces success. Only in this way can we offer you truly individual portfolio management.
We take on the administration of your portfolio for you. Your investment portfolio is independently and professionally attuned to your individual needs, your investment goals, your yield expectations and personal risk preferences. Leaving you free to dedicate your time to other things.
To optimally diversify your portfolio, we follow the so-called core satellite approach. A portfolio based on this strategy consists of a core and supplementary investments (= satellites). The core forms the strategic centre – a strong foundation on which the investment strategy is built. The aim of the additional satellites is to increase the returns or smooth out the results. With the core satellite approach, we also reflect interesting topics and current market developments, among other things, and make your asset management truly individual.
Reporting control of wealth
Even after the tendering and contracting of management mandates to external asset managers or banks, we attend to your concerns.
Checking whether your instructions are being adhered to by the individual asset managers, whether the fees demanded are justified or whether the risk specifications are being followed to the letter – we take on all of these sensitive tasks for you.
We prepare the collected results and present them to you in a clear and understandable format.