01. Diversified Investment Plan

We help you to develop a globally diversified investment plan that suits you and your personal goals.

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02. Holistic Approach

We analyze your financial situation to develop an investment portfolio tailored to your needs and wishes.

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03. Easy cost structure

The ongoing charges amount to only approx. 0.7% p.a. - no front-end load, redemption fees, or performance-related costs.

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7 years of experience working with expats in Germany
+5 Mio. Euros under management
Independent and certified financial advisors