Personalized Wealth Management

Our strategy is developed and implemented on a case-by-case basis; flexibility and close coordination with our clients are key to this process.

Our business-oriented approach combines bespoke strategy development with transparent reporting. Time-saving, flexible and adaptable at any time.

Benefits at a glance

Tailored strategies

Every investment strategy is tailored to the client’s personal goals and needs.

Overall direction

Investment decisions are made in partnership with the client.

Operational implementation

We take charge of implementing the strategy and provide the client with long-term relief.

Transparent reporting

The client receives regular, transparent updates on performance, risks and adjustments.

Flexibility & Adaptability

Portfolios can be adjusted at any time to reflect changing circumstances.

Control & Time Savings

The customer retains control whilst benefiting from maximum efficiency and flexibility.

“Our aim is to tailor our strategies to be just as individual as our clients’ objectives.”

Stephan Belser

Diverse asset classes

Our approach is global and sector-neutral, and encompasses all liquid assets across the key asset classes to enable a balanced and flexible portfolio.

Shares

We invest globally and across various industries in high-growth and innovative companies with a focus on the Internet and technology.

Through targeted investments in precious metals or commodities, we protect assets through additional investments in tangible assets.

In addition to the primary investment in tangible assets, investments are made in bonds and interest-bearing securities, which help to stabilise the portfolio.

Cryptocurrency investments can complement an asset allocation and contribute to diversification by spreading exposure across an additional asset class.

A reserve of security and flexibility to ensure capital is available at all times and to enable the company to capitalise on opportunities.

ESG

KOEHLER Equities GmbH is a contractually bound intermediary of BN & Partners Capital AG pursuant to Section 3(2) of the German Securities Trading Act (WpIG) and cooperates with Reuss Private Bank für Wertpapierhandel AG in the area of financial portfolio management. The mandatory disclosures required under the EU Disclosure Regulation for BN & Partners Capital AG as a securities firm and for Reuss Private Bank für Wertpapierhandel AG as a financial market participant can be found on the institutions’ websites.

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Personalised wealth management with an investment strategy tailored to your goals and preferences.

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Important Information

Asset management / financial portfolio management is provided by Reuss Private.

Using asset management services involves financial risks. Investments carry product-specific risks—such as market or sector risks, currency risk, credit risk, liquidity risk, interest rate risk, and counterparty risk—and are not suitable for all investors. Investments are subject to fluctuations in the capital markets and are exposed to external factors, including economic and political developments, monetary and fiscal policy measures, market volatility, and changes in interest rates and exchange rates. These factors can cause the value of individual investments—and thus the overall portfolio—to decline significantly. In extreme market conditions or as a result of negative developments in individual target investments, a total loss of the capital invested cannot be ruled out. In addition, there are other risks, such as those arising from misallocations within the portfolio, changes in strategy, or a lack of liquidity due to management errors on the part of the target investments. Before engaging in asset management, we recommend consulting personally with a qualified advisor.