Enduring values shape the future
Your financial situation uniquely reflects your life, your decisions, your objectives. We provide the prudent, protective and carefully developed investment solutions you deserve.
The investment strategy for sustainable wealth accumulation
A sound investment strategy is based on your personal circumstances. It considers your risk tolerance, preferences, and time horizon. Our approach is deliberately conservative and focuses primarily on direct investments, which we supplement as needed. We focus on economic relationships and sectors rather than national borders. Our assessments are based on proven financial theory, internal and external analysis. As an independent, family-run private bank, we are committed exclusively to you and your loved ones.
Strategic asset allocation and selective tactical adjustment
Our strategic asset allocation describes how your assets are distributed across different asset classes. This structure is the foundation of your portfolio. It determines its long-term profile and specifies how much weight each individual component carries. We respond to changing market conditions with targeted tactical adjustments, without deviating from our principles.
Rigorous risk management
Risk management is an integral component of every investment decision. We monitor your portfolio using sophisticated, differentiated, and precisely calibrated control systems. This provides stability across varying market phases.
Personalisation not standardisation
Instead of standardised products, you benefit from an investment solution that meets your personal requirements. We design each portfolio independently. We remain in constant dialogue with you and take your priorities and preferences into account.
Investment process and implementation
What surrounds involves and applies to our investment philosophy as well: our experience, perseverance, and intuition for cycles are decisive factors. This results in a combination of quantitative models and professional assessment by our experts. We identify trends at an early stage and attentively integrate them when they benefit your portfolio.
Your portfolio, your investment decisions
Although you always retain decision-making authority, we actively contribute to the design of your investment strategy. We closely monitor market movements and trends and evaluate them carefully. This results in well-founded recommendations for action and precise impulses for continuous fine-tuning.
Dreyfus Investment Fund
Our investment strategy is long term and value oriented. We invest in a broadly diversified portfolio of equities, bonds and other selected asset classes, which is managed with discipline and carefully monitored.
In part this is implemented through our own investment funds.
Asset management with substance
Your assets are managed within a clearly defined investment and risk framework. This is based on a transparent logic, reviewed on an ongoing basis, and adjusted when necessary. We take a forward-looking approach and consistently tailor our actions to your objectives.
The investment strategy for sustainable wealth accumulation
A sound investment strategy is based on your personal circumstances. It considers your risk tolerance, preferences, and time horizon. Our approach is deliberately conservative and focuses primarily on direct investments, which we supplement as needed. We focus on economic relationships and sectors rather than national borders. Our assessments are based on proven financial theory, internal and external analysis. As an independent, family-run private bank, we are committed exclusively to you and your loved ones.
Strategic asset allocation and selective tactical adjustment
Our strategic asset allocation describes how your assets are distributed across different asset classes. This structure is the foundation of your portfolio. It determines its long-term profile and specifies how much weight each individual component carries. We respond to changing market conditions with targeted tactical adjustments, without deviating from our principles.
Rigorous risk management
Risk management is an integral component of every investment decision. We monitor your portfolio using sophisticated, differentiated, and precisely calibrated control systems. This provides stability across varying market phases.
Personalisation not standardisation
Instead of standardised products, you benefit from an investment solution that meets your personal requirements. We design each portfolio independently. We remain in constant dialogue with you and take your priorities and preferences into account.
Investment process and implementation
What surrounds involves and applies to our investment philosophy as well: our experience, perseverance, and intuition for cycles are decisive factors. This results in a combination of quantitative models and professional assessment by our experts. We identify trends at an early stage and attentively integrate them when they benefit your portfolio.
Your portfolio, your investment decisions
Although you always retain decision-making authority, we actively contribute to the design of your investment strategy. We closely monitor market movements and trends and evaluate them carefully. This results in well-founded recommendations for action and precise impulses for continuous fine-tuning.
Dreyfus Investment Fund
Our investment strategy is long term and value oriented. We invest in a broadly diversified portfolio of equities, bonds and other selected asset classes, which is managed with discipline and carefully monitored.
In part this is implemented through our own investment funds.
Asset management with substance
Your assets are managed within a clearly defined investment and risk framework. This is based on a transparent logic, reviewed on an ongoing basis, and adjusted when necessary. We take a forward-looking approach and consistently tailor our actions to your objectives.
What you can expect
A clear approach, a well-thought-out structure and forward-thinking implementation: our investment solutions are guided by four key principles that consistently work in your best interests.
Long-term perspectives
In selecting your investments, we focus on long-term returns. Temporary market fluctuations have no influence on the strategic orientation.
Focussing on the essentials
Rather than covering as broad a spectrum as possible, we focus on a select range of products that we confidently endorse.
Efficient processing
Rest assured that your stock market orders will be executed promptly, giving you the flexibility you need. Especially in times of high volatility on the financial markets.
Independence as a cornerstone
As an independent private bank, we make decisions free from institutional constraints. This allows you to benefit from investment policy that is geared entirely toward your interests.
With Dreyfus Banquiers you are choosing experience, sound recommendations, and a clear strategic approach. We act with deliberation, communicate transparently, and consistently focus on your individual situation.
”Frank Häusler, Head of the Investment Team at Dreyfus Banquiers
Your contact at Dreyfus Banquiers
Good advice begins with an open exchange. We are happy to assist you.