Our aim in wealth management is to maintain and increase every client's wealth, with us taking into particular consideration the clients’ needs and requirements. The impact of inflation on investments is often underestimated; the purchasing power of 10 million Euros in 1990 was only 6.7 million Euros by the end of 2006.

In our opinion, standard offers of wealth management are not an attractive option. Successful investors use a logical investment philosophy for their asset allocation, timing of the financial markets and their selection of individual investments.

We believe a diverse portfolio with an acceptable level of risk offers our clients the best opportunity to achieve their goals. The timing of the markets when switching between asset categories does not in our opinion compensate the investor enough for the risk that the client undertakes. However, carefully selected individual investments or pro-active management in inefficient markets can result in attractive returns on capital.

When investing for our clients we have found that successful portfolio management of assets not only protects against inflation, but also ensures a regular income and achieves above average returns. Our services deal primarily in:

	Asset management mandates. We take on mandates with varying orientations and are able to work on a discretionary basis, if desired with a performance related fee structure.
	Management of large or control holdings in individual shares. Large single stock positions can add considerable returns to a portfolio, but at the same time can present a correspondingly high single risk. In such cases there are a number of strategies that can improve the risk profile of the portfolio. We also help with any administrative or legal requirements for such shares, for example registering the shares for public trading, lock up regulations and black out periods.
	Liquidity of Assets. A substantial amount of clients’ assets are often held in illiquid investments such as stakes in private corporations or in large concentrated share positions. Should in such a situation the liquidity of a client be too low, we can help create extra liquidity through special financial management techniques.
	Consolidated Reporting. Our monthly reports show the structure and details of the clients’ assets and liabilities and creates a clear picture of their total wealth. The report also incorporates all capital inflows and outflows, as well as performance evaluations of individual asset management mandates. The consolidated report provides a risk management tool and is a useful means to make important decisions related to investments as well as financial, tax and estate planning. Last but not least it relieves our clients of administrative tasks.

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