Our Team
Your conversation partners
Wealth managers
Portfolio managers
Estate planners
Management
Board of directors
Our teams and your discussion partners first and foremost invest in a sustainable, personal trust relationship with you. Because that is how we can best manage your assets. We offer personalized advice at every stage. During our many information moments and the MBA Investment Academy we are happy to share our expertise with you.
We invest in
lasting relationships
based on trust.
Team
Board of directors
Board of Financial Director
Financial Officer and Wealth Manager
Financial Consultant and Portfolio Manager
Private Wealth and Asset Manger
Portfolio Manager and Development
Business consultant and analyst
Management and Business Development
Estate Planner and Tax Advisor
Relationship Manager
Assistant to the Manager
Partner
