Private Clients

An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return.” Benjamin Graham

Time – A strictly limited number of clients enables us to devote sufficient time to each portfolio. The wealth of each client is managed individually by one of our portfolio managers together with his/her deputy. The personal relationship to our clients is a matter of particular importance to us, as it is the only way for us to adequately cater to their individual needs. Together with our clients, we draw up an investment strategy that places these needs at the focal point. Every time your Portfolio Manager acts in accord with your strategy, a thoroughly executed internal company and instrument analysis precedes his decision – because we do not pursue short-term gains, but aspire to provide long-running and consistent growth of your financial wealth.

Investing on the basis of traditional skills – Our conservative investment philosophy deliberately forgoes bank products, alternative investments and instruments with obscure cost structures. Rather, we implement your individual portfolio strategy according to the traditional craft, i.e. classic equities and bonds. The resulting asset allocation is specially tailored to your requirements and convinces through clarity and transparency.

Continuity – Stable contact persons and continuity of key individuals have distinguished us over many years. Every member of Diem Client Partner places your satisfaction and the value-enhancing management of your assets as uppermost priority. We consider ourselves as partners at your side.