Hauck & Aufhäuser’s Wealth Management unit determines the best possible solution for your financial objectives and implements it accordingly. In doing so, we earn your trust through outstanding performance, transparency and prudent investment. In regular reporting meetings, we report on developments and explain the future investment strategy - so that you are always aware of the current status of your assets. Even when the stock markets are booming.
We offer state-of-the-art investment management.
BURKHARD ALLGEIER, Chief Investment Officer
H & A Renten Global
H & A Wandelanleihen Europa
H & A Aktien Small Cap EMU
H & A Unternehmerfonds Europa
Our range of wealth management services perfectly matches our core competencies. We focus on those areas in which we have proven experience and focus on traditional investments such as equities and bonds. This is where we have built up considerable know-how over decades - one of the reasons why we, as an award-winning asset manager, maintain and grow a steadily increasing number of assets over the long term.
As a private bank in the heart of the continent, we not only have extensive expertise in European blue chips, small and mid caps, but also offer you a global investment horizon.
Market capitalization benchmarks are mostly arbitrarily defined. For this reason, our investment style deliberately and significantly deviates from these benchmark indexes.
We analyze markets and securities on the basis of your business data and the economic climate. We take our investment decisions on the basis of these in-depth assessments. All decisions are pre-filtered through a quantitative model as an anchor in order to consolidate the information generated.
Our investments in all markets and securities are conducted on the basis of defined research processes. We only invest in areas where these research processes are established. Our analysis and decisions are independent, and we attach great importance to quality and objectivity.
Which portfolio is best for you depends on your investment mentality and your personal appetite for risk. We determine the structure of your portfolio on the basis of scientifically established criteria and with a clear understanding of added value. Underlying this is the knowledge that individual investments do not develop in a homogeneous manner over time, but that there is a complex interplay between the asset classes. We take this into account. By skillfully combining different asset classes, we minimize the risk compared to individual investments - with the same expected return.
Our subsidiary Hauck & Aufhäuser (Schweiz) AG is a specialist for ethical and sustainable investments. At our Zurich office, we offer comprehensive services in the area of sustainable asset management and investment advice - for both private and institutional investors.
We see sustainability not only as a megatrend, but also regard investment in sustainable business models as an elementary building block for society. For more than 20 years, Hauck & Aufhäuser has been offering ethical and sustainable investment concepts with which you can support a positive social development.
Sustainable companies as stable investment targets - our theses: