Private Clients – Investment Strategies
Tailored to your needs
Private Clients – Investment Strategies Tailored to your needs

Your requirements and constraints form the basis for your investment strategy. In an in-depth discussion, your portfolio manager will analyse your personal financial situation. Based on this information an individual investement strategy is drawn up.

The chosen investment strategy is implemented independently and free from any conflict of interests. We made a conscious decision not to create our own products. Third-party investment funds are used according to the situation and are chosen based on stringent criterias.

As well as your individual investment strategy we also offer you the “Baumann Portfolio” investment strategy as a special feature. By choosing this investment strategy your assets are invested according to the bank’s strategy and in-line with the majority of its own assets.