Wealth Building & Management
Invest intelligently and build wealth for the long term.
Problem & Challenge
Many people leave their money in a savings account and lose real value through inflation. Others pay too much for actively managed funds and still don't get good performance. We show you how intelligent investing works.
Complexity
Costs
Risk
Timing
Our services in detail
Financial Analysis & Goal Setting
Comprehensive analysis of your financial situation and definition of concrete investment goals with a realistic timeframe and risk profile.
Individual Investment Strategy
Development of a tailored strategy based on your goals, risk appetite and time horizon with optimal asset allocation.
Portfolio Management
Professional management and continuous optimisation of your investments with regular rebalancing and performance monitoring.
ETFs & Index Funds
Cost-efficient investment in diversified index funds and ETFs with broad market coverage and low fees (0.1-0.3% p.a.).
Sustainable Investments
Invest in ESG-compliant and sustainable investment products without compromising on returns and diversification.
Ongoing Support & Advice
Continuous monitoring, regular reviews, adjustments for life changes and personal advice on all investment questions.
How we build your wealth
Our proven 4-step process for intelligent wealth building
Stock-Taking & Goal Definition
We capture your current financial situation, existing investments and jointly define your investment goals, time horizon and risk tolerance.
Strategy Development & Asset Allocation
Development of an individual investment strategy with optimal asset allocation (equities, bonds, real estate, alternative investments) based on your profile.
Implementation & Portfolio Setup
Building a diversified portfolio with cost-efficient ETFs and funds. We take care of opening the custody account and implementing the investment strategy.
Monitoring & Rebalancing
Continuous monitoring of your portfolio, regular rebalancing to maintain the target allocation and adjustments for market or life changes.
Your experts for wealth building
Build your wealth purposefully – with a clear strategy and foresight
Boško Angov
CEO
Specialization: Tax, retirement planning, insurance, wealth, real estate, estate planning
Calculate your wealth growth
Discover the power of compound interest and see how your wealth can grow
Your Details
Declining Withdrawal Plan
Plan your capital drawdown with declining withdrawals – ideal for retirement
Calculate Withdrawal Plan
Personal consultation
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Ready to invest intelligently?
Let's develop your investment strategy together and build your wealth
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