Our Wealth Management
“In 2020, the positive mood on the stock markets will continue, albeit somewhat dampened”. This was at least the opinion of the 30 analysts and economists from banks and securities firms whom the “Handelsblatt” had interviewed in their traditional capital market analysis. The experts expect the Dax to climb to 13,999 points by the end of next 2021 year. That would be another plus of around five percent – and a new all-time high. The domestic leading index would exceed the previous record closing price of 13,559 points from 2018.
On December 28, 2017, the headline of the traditional article read as follows:”The Handelsblatt interviewed 32 economists and analysts about their forecasts for next year. The result: The Dax will reach further peaks. The good economic situation remains the driver for higher profits.”
Most investors still remember what became of 2018. While it is true that 2018 reached peaks at the end of January. From there, the world’s stock markets went downhill.
At the end of 2017, the estimate for the Dax Index was 14,000 points for the end of 2018. This forecast was missed by 3,500 points or 25 percent. At the end of 2018, the 30 analysts’ forecast for the final level in 2019 was 12,053 points. This forecast was missed by 1,300 points or 10.6 percent.
We are of the opinion that an index level cannot be predicted. The most important driver for share prices is the expected profit developments or their revisions.
This is why we believe in the statement of the well-known investor Sir John Templeton “If you want to outperform the masses, you have to do something different than the masses”.
To do better than the masses, you have to find out where the masses are, because you only want to be there until the market situation changes.
For this reason, we have formed a close partnership with our partner AlphaStream, so that our clients become independent of predictions.
Contact us to learn more about our strategy and how we can help you realise your investment goals.
The analysis phase is the foundation for long-term success. We find out about your personal investment goals, return expectations, risk tolerance and review your current portfolio. Together with you, we draw up your individual asset strategy, which will be the basis for our daily work.
In the planning phase, we put together your optimal portfolio and make recommendations on how to achieve your financial goals. Within the framework of a scenario analysis, we show you how the optimal portfolio for you would have worked in the past and will most likely develop in the future.
In the realisation phase, we implement the asset structure defined in the plan step by step. In doing so, we always keep the objectives set out in the asset strategy in mind. Our strategic partner AlphaStream supports us during this phase.
We use modern portfolio management systems to measure performance and regularly analyse the risk/return ratio. The portfolio is continuously aligned with the defined asset strategy and adjusted if necessary. In this way, we ensure that the requirements of the asset strategy are always met.
Ensuring that you have continuous access to an overview of your assets is highly important to us. Many of our clients are already familiar with corresponding reporting instruments from their entrepreneurial activities and are used to obtaining information quickly with the help of well-prepared facts and figures. With the help of our partner Alphasys AG, we are able to record and evaluate your assets at financial institutions for you.
If you wish, you can access asset balance sheets or various evaluations of your assets online via direct access. Consolidation provides you with a quick and comprehensible overview of all your assets and their changes over time. Consolidation is the basis for professional controlling.