We look after our clients with the help of the spirit and tradition that have remained essentially the same since 1796. Yesterday and today, Hauck & Aufhäuser Privatbankiers is committed to the traditional business values of our founding fathers.
Our investment philosophy is based on many years of experience in dealing with the individual challenges of the capital markets and the objectives of our clients. Thereby, we comply with the following principles:
Market-capitalized benchmarks are mostly defined arbitrarily. We consciously deviate from these benchmark indices applying our own investment style.
We analyze markets and securities on the basis of their business data and economic environment. This fundamental assessment is the basis for our investment decisions. A quantitative model is used as an anchor for all decisions in order to consolidate information.
In all markets and securities, our investments are based on defined research processes. We only invest where these research processes are established. In our analyses and decisions, we act independently and attach great importance to the high quality and objectivity of our investment decisions.
Our H&A fund solutions are the essence of our historically evolved expertise – benefit from this together with your clients and enjoy the success.
MARCEL ANDRETZKI, SALES/ASSET MANAGEMENT
Hauck & Aufhäuser Privatbankiers is the bank of entrepreneurs for entrepreneurs. This historically evolved market access for companies and the expertise we have built up in the analysis of equities is also reflected in our fund solutions. Both our H & A Unternehmerfonds Europa and our multi-award winning H & A Aktien Small Cap EMU Fonds deserve special mention.
Since its foundation in 1796, the interest business has been one of the core areas of our banking house. The experience and ability built up over the centuries in analyzing and evaluating the global capital markets and to find the ideal securities is reflected, among other factors, in our bond fund H & A Renten Global. With our H & A Wandelanleihen Europa, you can take advantage of the conservative characteristics of bonds without foregoing the opportunities offered by the equity markets.
Managing our clients' assets means managing a wide range of investment vehicles and bringing them in line with individual objectives. For us, multi asset is the selection and collection of different risk premiums in the context of the right balance between return and risk. For example, take advantage of the H & A VV Rendite Flexibel with its strong equity ratio for your customers.
In more than 20 years we have built up a unique expertise in ethical and sustainable investments. The special thing about this business area is the independent ethics committee which consists of professors and doctoral students in a wide variety of special fields such as social ethics, corporate governance, environmental and business ethics or water toxicology. With our H & A PRIME VALUES Funds, you benefit from our active asset management approach and, at the same time, only invest in countries and companies that meet ethical-sustainable criteria.
Ethical investment processes lend stability to asset portfolios and improve the risk/return profile. Benefit from our more than 20 years of expertise in investment ethics – because responsible action creates added value.
OLIVER FISCHER, SALES/ASSET MANAGEMENT