Your residence: United Kingdom
Your interests: Capital preservation and capital gains, Tax optimization, Estate planning, Relocation of primary residence

Customised asset allocation

Individual investment profiles are developed for each client within the scope of a detailed analysis of expectations. The focus is on primary, long-term investment goals. Risk tolerance and risk capability determine the balance of income generation through ongoing returns or capital and foreign-exchange gains.

Investment philosophy with tax-optimised solutions

Within the scope of regulatory latitude, the fiscal burden in the United Kingdom is controlled with a tax-optimised selection of investment instruments (equities, funds, ETFs, bonds, etc.). From a fiscal point of view, it also makes sense to analyse the overall wealth situation of a client family and to factor this in during the implementation phase. On request, we will counsel clients in consultation with their tax consultants in the UK.