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I
Conservative GrowthCalm investing
0%Net target return / year*
- Markets
- Mainly EU & US indices
- Approach
- Long only · cash in downturns
- Minimum
- €10.000
Portfolio Management
Wealth managed with intention Insight. Structure. Discipline.
II
Dynamic GrowthActive investing
0%Net target return / year*
- Markets
- Mainly indices + selected equities
- Approach
- Long & short · research-driven
- Minimum
- €10.000
III
Daytrading ProfessionalPrecision performance
0%Net target return / year*
- Markets
- Mainly indices · gold · intraday
- Approach
- Long & short · liquid daily
- Minimum
- €2.000
*Target returns are indicative objectives, not guarantees. Investing involves risk, including possible loss of capital.
Markets reward patience, precision and discipline.
This information is provided for informational purposes only and does not constitute investment advice. Investing involves risk. Past performance offers no guarantee of future results. Target returns are indicative and not guaranteed.
See what a target trajectorycould look like
An illustration of how capital would develop if a strategy achieved its net target return each year. Markets do not move in straight lines. This is a study of an objective, not a promise of a result.
Conservative Growth
Steady growth profile
Mainly EU & US indices
€25.937Illustrative value at target rate*
*Purely hypothetical illustration assuming the indicative target return is achieved every year, before any individual costs and taxes. Target returns are not guaranteed; actual results will differ and may be negative. Capital is at risk. This is not investment advice or a forecast.
Getting started
1
Introduction
A consultation can be provided to assist you in setting your goals, your risk tolerance and your investment style before you decide on the strategy to follow.
2
Suitability assessment
This assessment helps determine the investment strategy best suited to your objectives, financial situation and risk tolerance.
3
Mandate activation
Your portfolio is managed within agreed parameters and under ongoing supervision, with reporting and the flexibility to start or stop in line with the applicable terms.