Why go to an independent asset manager?

Clearly central to the independent asset manager is the customer and his/her individual requirements. This is absolutely guaranteed, because the commerical success of the independent asset manager is direct linked to the success he/she brings to the client. An independent can manage the client's capital according to his/her own convictions without having to consider the business interests of third parties, such as a bank.

The independent asset manager values a long-term personal relationship and takes time for tailored consultation. The expertise and wealth of experience of the independent asset manager enable him/her to ideally match the investment strategy to the client's requirements. The client's satisfaction is always the asset management's prime concern.

The advantages at a glance

Individual advice: The client and his/her interests are always central. The independent asset manager takes more time for his/her clients and for individual advising. He/she develops tailormade solutions for his/her clients.

Stability and continuity: The independent asset manager makes the effort to establish and maintain a long-term personal relationship. Mutual knowledge and understanding arise in this way.

Best possible investment performance: An asset manager achieves good peformance with the client's capital within the framework of the investment strategy agreed upon and the prevailing market conditions. He/she can accomplish this by having a solid education, excellent technical knowledge and sufficient experience. Continuous further education and training is a must for every indepedent asset manager.

Automony and independence: The asset manager selects financial products out of conviction and not because they have been stipulated for him/her by some superior. As an independent businessperson, his/her success is directly linked to that of the client's. The motivation to satisify the client is correspondingly great.

Discretion and protection of the client's private sphere is extremely important to independent asset managers. They are also obliged to secrecy through recognition of the SAAM Code of Ethics and Professional Conduct.