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Investment Advisory

Your assets in professional hands

Investment advice

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  • Individual one-to-one advice
  • Joint strategy for your wealth accumulation
  • In-house research & many years of expertise

Do you want to actively manage your investments? Are you looking for the perfect balance between strategic foresight and tactical adjustments to market developments? Would you like a sparring partner at eye level with whom you can discuss your investment decisions? Contact us. Our investment advisors and securities specialists are at your side, providing personalized support tailored to your needs.

The two pillars of our investment advisory

Strategic asset planning

At the start of the investment advice process, you and your investment advisor will set the course. Your ideas, your framework conditions and your financial goals determine the strategic direction. To do this, you need to know 

  • What are your medium and long-term life plans?
  • How risk-averse are you?
  • What is your investment horizon?
  • How important is sustainability to you? 

We use your answers to define your asset structures, determine your risk profile and identify suitable asset classes.

Tactical asset allocation

After the strategic orientation, we discuss how you can keep your goals in sight even in changing market phases. We focus on the following topics, among others:

  • tactical alignment of your portfolio
  • Continuous adjustment of your investments to the market situation
  • the influence of new investments on the sustainability of your portfolio

Our investment advisors are at your side at all times - as market and product specialists, as risk managers for your portfolio, as sparring partners at eye level. Let us give you sound and transparent advice.

The two pillars of our investment advisory

Strategic asset planning
Tactical asset allocation

Strategic asset planning

At the start of the investment advice process, you and your investment advisor will set the course. Your ideas, your framework conditions and your financial goals determine the strategic direction. To do this, you need to know 

  • What are your medium and long-term life plans?
  • How risk-averse are you?
  • What is your investment horizon?
  • How important is sustainability to you? 

We use your answers to define your asset structures, determine your risk profile and identify suitable asset classes.

Tactical asset allocation

After the strategic orientation, we discuss how you can keep your goals in sight even in changing market phases. We focus on the following topics, among others:

  • tactical alignment of your portfolio
  • Continuous adjustment of your investments to the market situation
  • the influence of new investments on the sustainability of your portfolio

Our investment advisors are at your side at all times - as market and product specialists, as risk managers for your portfolio, as sparring partners at eye level. Let us give you sound and transparent advice.

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Our customers particularly appreciate these advantages

  • Professional exchange with proven securities experts
  • Individual investment proposals for your securities account
  • Comprehensive selection of securities without being tied to a specific product provider
  • wide range of products from individual international equities and bond issuers, active and passive investment funds and structured products
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Sustainable investments for sustainable wealth creation

We are convinced that even those who take strict sustainability criteria into account can achieve returns. Find out everything about our principles, ESG strategies and exclusion criteria here.

Our sustainable investment process.

Liquid investment solutions at a glance

Stocks

  • Approx. 500 shares (covered)
  • Global model portfolio
  • Various publications
  • Thematic and sector reports
  • ESG offering¹

Bonds

  • Large number of issuers in coverage
  • Single Bonds
  • Various publications
  • Green/Social Bonds

Investment funds

  • Wide range of active and passive fundsESG offering¹
  • AAIS funds2

Structured products

  • 14 approved issuers
  • Over 50 payout profiles
  • Primary market
  • Secondary market
  • Certificate fund
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Our mutual funds

Invest your capital in our actively managed funds - from broadly diversified mixed funds to specialized equity, bond or theme funds.

Contact us

Do you have any questions or suggestions and would like to contact us? Please use our contact form.

1 ESG criteria = Environment, Social and Governance (criteria reflect the increasing importance of environmental, social and corporate governance issues for investment decisions).
2 AAIS = ABN AMRO Investment Solutions (access to investment managers for our clients who are often not available to other investors as the funds are not licensed for distribution in international markets).