Asset Management

We offer discretionary asset management and monitoring to our clients.

The accredited specialists of the asset management team are very experienced. Their experience was gained by working at the large well know financial institutions but also by working together in a team at Box Consultants for over 10 years. The most important goal is to achieve a positive result for our clients with an acceptable long term risk during this process.  Our highest priority is the preservation of capital. Individual asset allocation, the selection of the 'best-in-class' managers and the development of structured products with complete transparency serve as key instruments in this strategy.

The starting point of our investment policy is the strategic asset allocation. A balanced asset distribution over equity, fixed income and other investment categories is responsible of aproximately 90% of the long term total return. From that perspective the 5% contribution of one single stock is hardly relevant.

Together with our client, we determine the basic principles and guidlines of the mandate or the consultancy agreement. Our highest priority is the preservation of capital. Individual asset allocation, the selection of the 'best-in-class' managers and the development of structured products with complete transparency serve as key instruments in this strategy.

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