High-Networth Individuals
Sustainable portfolio investment with performance and risk management.
High-Networth services
Onboarding
Service
Portfolio Management
Risk Management
Cash
Service
VIP
Support
Fees &
Costs
Onboarding
Service
Our excellent onboarding service makes it as easy as possible for our customers to register with us.
In addition to simply registering on our web portal, this service includes support in going through the KYC process and in creating all the necessary documents for successful onboarding.
Our VIP service will guide you through this process.
Portfolio
Management
As with a good wine, where the right selection and composition of the grapes give the good taste, with a portfolio it is the right selection and composition of the fund manager.
An optimally combined portfolio performs better than each individual trading system on its own. The characteristics of the individual trading systems complement each other to form a harmonious unit. In this way, the risks of individual trading systems are minimized in the overall context and profits are stabilized.
Risk
Management
Based on an automated 24/7 Real Time Monitoring the whole portfolio and each trading system is validated continuously trade by trade, if it performs inside its performance corridor, allowing immediate actions in case of deviations from the expected return and defined trading conditions..
In connection with an additional manual monitoring of the portfolio and the trading systems, an optimal performance and risk management is possible.
Cash
Service
There is no minimum investment period for investing in a portfolio and therefore no penalties for early withdrawal of funds.
The funds are liquid and available to the customer at all times.
vip
support
Our VIP Service supports you at the highest personal level. This VIP Service supports the customer in all matters.
fees &
Costs
The fee structure is very simple and clear.
A performance fee and portfolio management fee apply. There are no other costs, such as a one-‐time setup or management fee.