Asset management is aimed at clients who wish to entrust Capberg Capital with the discretionary management of their assets within the framework of the Capberg Capital investment policy as well as individually defined and written criteria (investment strategy). The investment strategy considers the knowledge and experience of the client as well as the investment objectives and financial circumstances of the client. With an asset management agreement, Capberg Capital is authorised to make investments at its own discretion.
FAQs
What is the main benefit of Asset Management?
You no longer need to make daily investment decisions. Our experts manage your portfolio professionally within the agreed strategy.
Can I adjust my investment strategy over time?
Yes. The strategy is defined at the start but can be reviewed and adapted if your life situation or goals change.
Who makes the final investment decisions?
Capberg makes investment decisions at its own discretion, always within the framework of your agreed investment strategy.
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