YOUR needs
Professional and independent asset management begins with a comprehensive analysis of your ideas and needs.
As part of the holistic consulting approach, WE know and understand not only YOUR past and YOUR current situation, but also YOUR visions of the future and support YOU in the implementation in order to be able to offer YOU real added value.
By providing holistic advice, we are given the opportunity to get a complete picture of our clients, including their family situation, professional situation, education, financial planning, wealth structure, retirement and estate planning, real estate and tax planning, as well as charity and other projects.
Every person is a unique personality with needs, dreams and goals and it is precisely these individual requirements that we try to realize.
With expertise and a lot of experience
Invest wisely
The way to success - YOUR advantages
Know-how
Active and strategic alignment of your investments, including the latest investment and hedging instruments
Independence
Conflicts of interest can be avoided thanks to the separation of custodian bank and asset management
Transparency
The implementation of the jointly defined investment strategy in direct investments/individual stocks guarantees an overview at all times
Tax
Depending on the tax domicile, a corresponding tax statement is created at the end of the calendar year - free of charge for customers of PMpartners AG
Financial Boutique/Flexibility
Your needs and wishes are paramount - the investments are tailored to you personally
Diversification
Diversification not only in the investment categories but also in the locations of the custodian banks
Fees
Clearly defined basic fees combined with success fee
Termination
At any time, without notice periods - neither in the investment instruments nor in the management order - you can dispose of your money within 48 hours
YOUR solution
Our company is a partner and link between customers and financial service providers.
Our core competence is to analyze the financial goals of the customers and to optimally implement them in a personalized investment strategy. The ongoing monitoring of our customer's investments is carried out in cooperation with our partner banks.
We guarantee an independent and transparent service and provide an integrated and consistent solution for the needs and desires of our customers ready, which are our focus.