- 1. Focus on the client
- 2. Understand - Your Needs - Our Challenge
- 3. Advice - Your value added - Our goal
- 4. Implementation - Our strategy - Our service
- 5. Support - Your goal - Our part
This explains why client meetings at Mammut Capital take perhaps a little longer than you are used to. In addition to general information, professional activities and interests, close and wider family and personal environment, a client’s investor and risk profile also forms an important part of their overall profile.
It is the Investment Managers responsibility to discuss this monitoring activity with you and offer you feedback. Our Investment Managers is your competent contact person, who will be happy to provide you with information in whichever way you prefer – in brief or in greater detail.
So what does a Mammut Capital Asset Management Agreement mandate give you? Definite added value.
Do you want a financial advisor who actively provides you with all relevant financial market information on an ongoing basis? We are at your side with our ideas and experience.
With our comprehensive advisory services, we help you to define an individualized investment strategy and develop tailored investment opportunities.
We analyze and monitor your portfolio, evaluate trends and product innovations in the financial markets, and provide you with regular investment recommendations. As a result, you can optimize your securities holdings in a way that best suits your assessment of the market.
The decision on how to implement the strategy is in your hands.