Investor Profiles

Your individual needs and goals play a central role in determining your personal investor profile. Relevant factors are your risk capacity and risk tolerance. While the former is based on the purely objective ability to bear a certain amount of risk based on your asset and life situation, the latter addresses your subjective willingness to take on risk. This is a matter of your very personal perception of how you deal with market risks.

Your investor profile and investment strategy should be defined on a long-term basis and independently of market forecasts. We will then implement the jointly defined strategy consistently and smoothly. We do not follow the latest trends in investment policy – we always remain disciplined and true to our investment principles. Of course, we are always available to re-evaluate your specific investor profile if anything relevant has changed in your private situation.

A portfolio analysis of an existing portfolio is always an ideal opportunity to question the status quo: Does the investor profile fit? Does the effective risk level in the portfolio really match the investor profile? Are there hidden costs?