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Digital and uncomplicated investing

Build wealth with high-quality investments

We invest your assets in carefully selected investments in order to increase and protect them over the long term.

Estably Performance

Our portfolios

The right strategy for every type of investor

Should we invest your assets in hand-picked individual stocks? Or do you prefer to invest in the funds of star investors? How important is sustainability to you?

All our strategies are also available as a joint or company portfolio.

Individual shares strategy

Modern Value

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Concentrated, focus on a few companies

Sustainability strategy

Value Green

With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Concentrated, focus on a few companies with a high ESG rating

Fund Strategy

Best of Funds

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Minimum investment
from 20.000€

Risk classes
5

Investment approach
Broadly diversified, focus on funds with a value or quality approach

Gold Strategy

Asset Protect

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.

Minimum investment
from 50.000€

Risk classes
5

Investment approach
Focus on gold

Performance

The performance of our strategies

Performance before costs and taxes. The values are based both on back calculations and on the actual development of the model portfolios.

Data source: Privé Managers
Status: 31.08.2023

geldanlage digital performance sieger

Insurance-based investment solutions

Tax-optimised provision for your prosperity

In cooperation with renowned insurance partners, we offer you the opportunity to invest in your old-age provision in the long term. Through the insurance wrapper, you benefit from tax advantages, among other things.

Our partners

Your advantages of an insurance-based investment solution

How to achieve long-term asset growth

In our information brochure, you can find out how we increase and protect your assets over the long term.

vermögensverwaltung- whitepaper

Thank you for your interest!

Have fun reading our white paper and feel free to ask your questions anytime!

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