Basic Principles

We are convinced that a full familiarity with your specific asset situation and an extensive awareness of all the associated legal parameters and fiscal considerations offer the best prospects of your investment success. We are also firmly committed to minimising the risks in any asset portfolio while maintaining optimum opportunities for reasonable asset growth.

Competence 

  • Our experienced portfolio managers continuously and systematically monitor and administer your asset portfolio. 

Individuality

  •   Your personal situation and investment goals are centrestage in all our asset management activities, and are regularly reassessed (with any appropriate realignments) at our investment strategy discussions. 
  • Your personal asset advisor is also constantly available to you for assistance or advice. 

Comfort

  •   We aim to relieve you of the time and the effort involved in managing your asset portfolio. You set the parameters, we take the decisions.  

Transparency

  •   We provide detailed annual reports on the performance of your asset portfolio and the markets as a whole showing all the returns achieved, together with an annual statement for tax declaration purposes. 
  • We further provide monthly status reports and other regular updates in the form of account statements and purchase and sale confirmations.
Berenberg Wappen