The roots of the company lie in the successful care of demanding high net worth individuals. Since our beginnings, we have preserved the art of satisfying individual needs to the highest degree of quality and in a short period of time. To maintain this understanding of quality, each portfolio manager currently manages a maximum of two dozen portfolios.

With a high level of service quality and, in particular, our specialization in income-driven niches, hybrid bonds and equities plus options, we have been able to extend our clientele to institutional investors such as pension funds, family offices and churches. Our "origin", namely the cooperation with wealthy private clients, gives us today the advantage to still be able to meet the special requirements of institutional investors with the highest demand of service quality.