Your Success is our Goal
Our Philosophy
Your wealth and your family's values are close to our hearts. Our investment philosophy is built on a foundation of trust, stability, and flexibility. We believe that long-term success comes from a disciplined and careful selection of quality companies. We invest our own capital under the same principles we apply to our clients' assets—with the same level of care, responsibility, and foresight.
We concentrate on companies that demonstrate strong balance sheets, low debt, and sustainable growth. These qualities define "quality stocks" for us. The companies we select are capable of navigating current challenges as well as seizing new opportunities to create long-term value.
For us, stability means focusing on what truly matters: protecting and growing the capital entrusted to us. At the same time, we recognize that flexibility is crucial for responding swiftly to changes in markets and the economy.
In a constantly evolving world, we stay true to our principles while maintaining the adaptability needed to achieve the best possible outcomes for our clients. Don’t leave your goals to chance.
Delegation Mandates
Our asset management mandates provide the perfect solution if you wish to delegate all investment decisions to us, your experienced FPS team. As an entrepreneur, this allows you to focus your time more effectively on driving your company’s success, while as a wealthy individual, you can fully enjoy pursuing your passions. Through a structured process, we work with you to define the optimal investment strategy that aligns with your goals, risk tolerance, and capacity.
Your Advantages
Classic Strategy Portfolios
Choose Your Strategy:
Premium Portfolios
Our asset management mandates offer the ideal solution for you if you want to delegate all investment decisions to us, your experienced FPS team.
Our asset management mandates offer the ideal solution for you if you want to delegate all investment decisions to us, your experienced FPS team.
Our asset management mandates offer the ideal solution for you if you want to delegate all investment decisions to us, your experienced FPS team.
Our portfolios offer you exceptional craftsmanship and the advantage of our independence in selecting investment instruments. We prioritize direct investments and highly value transparency. Individual solutions are seamlessly implemented to meet your unique needs.
Advisory Mandates
Our advisory mandates are suitable for professional investors who, in addition to the appropriate expertise, have the time and passion for engaging with the financial markets. Together, we implement your personalized strategy, while you maintain full control over every investment decision. As your sparring partner, we provide tailored insights and ideas to support your investment success. We are always available to discuss current market developments and the economic environment with you. Through our extensive partnerships, you gain access to high-quality research from most leading banks.
Your Advantages:
Tailored Solutions
For particularly demanding clients, we design exceptional portfolios tailored to meet unique requirements, whether geographical, regulatory, or otherwise. In specific cases, we leverage our expertise in identifying the strengths of particular banks and funds to help you secure the best possible external solution.
Portfolio Health Check
We are happy to offer you an independent and expert review of your current portfolios and investments. Our extensive experience proves that the vast majority of portfolios managed by banks and some asset managers incur enormous costs to the detriment of the client due to the disadvantageous selection of investment instruments. Unfortunately, these costs are usually not transparently disclosed and significantly reduce your long-term returns. We advise you completely objectively regarding the fair price of asset management services. Naturally, we also identify value-enhancing improvements for your specific portfolio.
Our Health Check includes, among other things:
Risk/Return Ratio
Total Costs
Instrument Costs
Historical Performance
ESG Implementation
