Overview
We are a highly capable Investment Management and Financial Advisory firm with strong institutional support
Mission
To provide innovative investment management and financial advisory services while always putting our clients’ interests first.
Vision
To be the leading investment management and financial advisory services company which delivers value to our clients.
Our Values
Responsible
We are committed to the responsible use of money. We see ourselves as part of a financial system that is not an end in itself, but rather serves the real economy. As a result, we strive to create value for a future worth living.
Sustainable
Our way of thinking is long-term and holistic. Along with the economic perspective, we consider the social and environmental dimensions in all of our investment decisions. In this way, we set the course for a future worth living.
Respectful
We treat our fellow human beings and the environment and its resources with mindfulness, respect and tolerance. We encourage critical discussions on issues regarding a sustainable quality of life to discover positions that we can explain to our clients.
Transparent
We are committed to the greatest possible clarity and openness towards our clients. We inform our clients regularly regarding the financial performance of their portfolio, the contribution it makes to a sustainable quality of life and which fees and charges are incurred.
Courageous
We express our opinions. We want to stimulate thought and inspire ourselves and others to rethink positions. Since we have no binding interests in providers of financial products, we can do this without having to offer products that do not comply with our values or investment criteria.
Unconventional
Based on our competence and beliefs of how to deal with money, we want to provide impetus in the financial sector and contribute to the transformation of it towards a sustainable financial system. We live the values of our company and, in doing so, offer tangible benefits to our clients.
