What are the advantages of holistic asset management and why is only one investment strategy possible?
In order to make it as simple and effortless as possible for our clients to invest simultaneously in free assets and in the third pillar, we only manage one risk profiling and only one investment strategy per client. From a portfolio theory point of view, there are also several reasons for managing only one investment strategy. Last but not least, our approach also helps to protect against the effect of so-called mental accounting. Opening a second portfolio with a different risk strategy is therefore not possible.