common.city_munichcommon.phone
CB
Wealth management
pages.wealth_management.hero_tag

pages.wealth_management.hero_title

pages.wealth_management.hero_subtitle

€12.5B
AUM
450+
Familles
25+
Années

pages.wealth_management.services_title

pages.wealth_management.services_subtitle

pages.wealth_management.service_private

pages.wealth_management.service_private_desc

pages.wealth_management.from€5M

pages.wealth_management.service_family

pages.wealth_management.service_family_desc

pages.wealth_management.from€50M

pages.wealth_management.service_institutional

pages.wealth_management.service_institutional_desc

pages.wealth_management.from€100M

pages.wealth_management.service_foundation

pages.wealth_management.service_foundation_desc

pages.wealth_management.from€10M

pages.wealth_management.strategies_title

pages.wealth_management.strategies_subtitle

Tailor Your Portfolio

pages.wealth_management.strat_growth

pages.wealth_management.strat_growth_desc

pages.wealth_management.riskpages.wealth_management.risk_high
pages.wealth_management.return12–18%
pages.wealth_management.horizon5–10 years
pages.wealth_management.allocation
30%

pages.wealth_management.strat_value

pages.wealth_management.strat_value_desc

pages.wealth_management.riskpages.wealth_management.risk_moderate
pages.wealth_management.return8–12%
pages.wealth_management.horizon3–7 years
pages.wealth_management.allocation
25%

pages.wealth_management.strat_balanced

pages.wealth_management.strat_balanced_desc

pages.wealth_management.riskpages.wealth_management.risk_moderate
pages.wealth_management.return6–9%
pages.wealth_management.horizon2–5 years
pages.wealth_management.allocation
25%

pages.wealth_management.strat_conservative

pages.wealth_management.strat_conservative_desc

pages.wealth_management.riskpages.wealth_management.risk_low
pages.wealth_management.return3–5%
pages.wealth_management.horizon1–3 years
pages.wealth_management.allocation
20%

pages.wealth_management.expertise_title

pages.wealth_management.expertise_subtitle

€12.5B

Assets Under Management

450+

Client Families

180+

Wealth Advisors

25+

Years of Excellence

pages.wealth_management.banner_title

"pages.wealth_management.banner_desc"

pages.wealth_management.perf_title

pages.wealth_management.perf_subtitle

Private Selection Index+18.4%
pages.wealth_management.perf_return+18.4%
pages.wealth_management.perf_benchmark+12.5%
pages.wealth_management.perf_alpha+5.9%
Family Heritage Fund+12.7%
pages.wealth_management.perf_return+12.7%
pages.wealth_management.perf_benchmark+8.2%
pages.wealth_management.perf_alpha+4.5%
Sustainability Leaders+15.2%
pages.wealth_management.perf_return+15.2%
pages.wealth_management.perf_benchmark+10.1%
pages.wealth_management.perf_alpha+5.1%

pages.wealth_management.cta_title

pages.wealth_management.cta_subtitle

pages.wealth_management.request_meeting