We do not comply with asset products, but
Anytime with the requirements
of our customers.
Asset Management
Grüebler manages portfolios for discerning high-net-worth individuals based on personalized management agreements. Investments are guided by tailored strategies and continuously adjusted to macro- and micro-economic changes.
The investment approach can be dynamic, balanced, or conservative, focusing on minimizing high trading turnover while emphasizing top-rated bonds, blue-chip stocks, and cost-efficient exchange-traded funds (ETFs). Special attention is given to costs and taxes, which are key factors in driving long-term performance differences.
Focus
Our focus is on direct bonds, equities, listed ETFs, and precious metals.
Transparency
We place a strong emphasis on transparency, ensuring that all investments are easily understandable and can be clearly evaluated. All assets are traded daily on open stock exchanges, ensuring liquidity.
Risk Awareness
We avoid products like hedge funds, as they can often be effectively replaced by intelligent asset management. Additionally, many of these products are akin to speculation: they hedge small risks at a high cost, while leaving significant risks unaddressed.
Custody
All assets of Grüebler’s clients are held in individual custody accounts managed by banks selected by the clients. Upon request, we provide guidance and assistance in choosing a custodian bank that offers competitive fees and high-quality service.
Legal and Tax Advice
As Grüebler focuses exclusively on portfolio management, clients are supported by the firm’s network when seeking professional and efficient services from specialized independent tax consultants and lawyers.
Reporting
Grüebler’s reporting system offers clients all the necessary information in a clear and transparent format whenever required. The firm’s capability to consolidate various accounts allows clients with multiple banking relationships to easily review the overall status of their assets.
