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Based on your individual needs and wishes we will work out an investment concept with guidelines binding for us.

Our next job is to put together an efficient portfolio, i.e. a portfolio which allows achieving the targeted return with minimal risk.

A power of attorney limited to administrative actions authorises us to give the bank orders for the purchase and sale of securities etc. for your portfolio.

In contrast to banks, our remuneration is directly depending on the achieved performance of your portfolio. Therefore, we are with you interested in a safe, successful and profit oriented investment of your assets and conflicts of interest cannot arise.

 
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