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«Individual»

Your benefit of our individual asset management

The individual asset management is based on the client’s investment profile, which reflects their risk profile. This alone determines the
asset class mix of traditional and alternative investments – the so-called asset allocation. This provides also the possibility to respect
and integrate client’s wishes.

• Each client has its own strategi asset allocation.
• Management of wealth respects clients wishes and restrictions.
• Portfolio diversification are derived with traditional investments (bonds and equities) and according to risk profile and client needs with Listed Alternative Investments and PG Private Market products.
• Client specific asset statements - single and consolidated - are available any time thanks to our own financial accounting.
• The fostering of he relationship - be it at our clients home our at our site - and the reporting is tailored to the client’s need.