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Everything in one click
Whenever and wherever you want: A custodian bank-independent, comprehensive overview of your management mandate and a deeper insight into our analytical activities are just a few clicks away. You can see the composition of your portfolio, the companies you have invested in and the transactions that have been carried out – all updated daily, along with the reported performance.
What’s more, the client portal can also be used as a secure channel for sending sensitive documents. Protecting customer data is, after all, our top priority. On request, the portal offers the option of switching from paper-based to digital-only reporting that is just as informative, transparent, clear and reliable as the printed version.
Our credibility is built on independent analysis and delivering on our client promises. We are committed to transparency, loyalty and fairness. In this spirit, we have always charted our own course when it comes to creating added value for our clients. And we have taken the same approach in developing our digital client portal. You can trust us to take you to the next level of information and clarity.
We keep our word.