Your liquid assets - think strategically, act for the long term
Your liquid assets - think strategically, act for the long term
As a property manager for exclusive real estate and an experienced investment advisor, I am convinced that sustainable investment success begins with a well thought-out asset structure - and consistent cost optimisation.
During my decades of working for renowned banks (Uni Credit, UBS), I have experienced time and again that even clearly expressed customer wishes are often not given the necessary space. My approach is different: focussed on security, individual, independent and personal.
Of course, the return on an investment is never guaranteed - it depends on how the markets perform. But with a balanced diversification of direct investments, international positioning and the targeted selection of stable ‘blue chips’, the investment risk can be significantly reduced.
Property forms a solid core here.
I would be happy to explain to you in a personal meeting what my strategy for conservative asset accumulation and protection looks like in concrete terms - customised and geared towards long-term value preservation.