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  • Investment management invests in particular in bonds from credit institutions and companies based in the EU or Switzerland
  • Global government bonds and bonds issued or guaranteed by public or similar entities in the eurozone remain underweight
  • No foreign currency risks

The total return is made up of the following components:

  • Very active management of sector, industry and bond allocation based on good to medium creditworthiness (investment grade rating)
  • Market price fluctuations can be cushioned through active management
  • Active participation in the primary market for new issues
  • Temporary addition of bonds protected from inflation 
  • For risk and diversification reasons, various ETFs (exchange-traded funds) are also actively used

We would be happy to explain the management philosophy and how to deal with shifts in returns and the risks to you in depth in a personal discussion.

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