Our operating model
We offer our clients comprehensive wealth management based on their wishes, objectives and risk tolerance – backed up with extensive reporting.
Our aim is to find the best investment managers and the most efficient passive investment vehicles for our clients through our in-house Manager Selection process. We do not have our own equity or fixed income funds in our solutions.
We always offer wealth management tailored to objectives and overall situation.
What do we look for in our selection process?
Past performance is not indicative of future results.
Awareness of the overall risk profile of the fund and the strategy – not just volatility or beta.
An understanding of the strategy and investment style used to achieve returns.
The team and core investment strategy have remained successful and unchanged.
Consistency is key. We look for strategies with a proven track record of consistent performance over multiple and varying time horizons, while capturing strong returns in different market environments.
Systematic monitoring and active dialogue with portfolio managers and the management company.
76 % of our current active managers have outperformed the relevant ETF alternative during a 3-year period. (02/2023)*
*The benchmark indices are based on the fund’s own benchmark index and/or the benchmark index of the fund’s peer group. All comparisons are made in EUR and taking into account fund charges.
Professional portfolio management and experienced asset managers at your side
We have +10 years of experience in manager selection, during which we have built up deep networks with leading players in the industry.
Our solutions are always focused on our clients’ interests and objectives. We are not afraid to use passive alternatives in our solutions, when they add value for our clients.
As our client, you will have access to the CWS reporting portal, which provides a comprehensive overview of your investments in one place. Investments, such as funds, are opened up to the positions below, making it easier to for example, spot overlaps.