We Strengthen

Your Assets

Wealth Management

Overview

It is possible to become a client starting at investable assets of US$500,000 or the equivalent. For regulatory reasons, the German company GSAM + Spee Asset Management AG  will provide the service.

Patrick F. Stier will always be your personal advisor and portfolio manager.

Please click here for more information.

scroll down

Your Investment Opportunities

Investors with assets starting at US$500,000 or the equivalent are able to become a client of GSAM + Spee Asset Management AG and thereby will be managed by Patrick F. Stier as their personal portfolio manager.

For investors with investable assets starting at US$5 million, we will examine the possibility of collaborating with your personal depository bank.

If you are planning on investing assets in the double-digit million range, we will work with you on international tailor-made solutions, enabling your assets to be safeguarded to the highest possible degree.

Investment Process

The long-term performance of a portfolio is mostly (~85%) dependent on the right choice of asset classes, meaning the relationship in which stocks, bonds, commodities (e.g. gold) and liquid funds are weighted within the portfolio.

Approximately 10% of long-term performance depend on subordinate factors: Are you investing in a sound division of the various countries, currencies and industries? Does the market environment tend to support companies with small, medium or large market capitalization? Should you invest in high-yield or growth-oriented companies?

Only about 5% of long-term performance is attributed to the selection of individual securities. Hence, so-called stock picking only plays a subordinate role.

We continuously analyze information from economic research institutes, central banks and research houses, and we derive what is known as a market opinion from this. In return, we form our own house opinion and subsequently determine the asset structure. Around 95% of the long-term performance is achieved this way.

We use external experts for the remaining 5% of the long-term performance, i.e. the selection of individual securities. Very few fund managers are able to achieve above-average returns over a period of several years. Our meticulous selection process not only includes fundamental and technical indicators, but is also characterized by regular personal conversations with the individual investment houses and their managers. However, if we believe that a particular strategy is no longer viable, we will make a recommendation for more advisable opportunities – because our focus is exclusively on the welfare of our clients.

Managing director Patrick F. Stier advises several prestigious investment houses on a strategic level with the house opinion of Stier GmbH.

Pricing

Remuneration is on a fee basis – quarterly, as a percentage of the investment amount.

If we receive commissions from partners, we pass them on directly to the respective client. We are therefore free of commission interests and sales specifications, acting exclusively in the interest of the client.

High Risk

After verifying whether the client can financially cope with a total loss of the risked capital without any impact on his or her life, we offer a variant that aims for the maximum return. The minimum volume is US$500,000 without an upward cap on the investment amount. Our remuneration is calculated on a fee basis and is based on the performance achieved.

We would like to point out that for moral reasons, we never aim to profit from the potential bankruptcy of a company, nor do we invest in agricultural commodities. Through these and other measures, we ensure that we never intentionally benefit from another person’s misery. Rather, we use high-risk investments to help protect jobs and prosperity by investing in companies that are unlikely to find investors at a critical time.

Get in Touch

I look forward to hearing from you – Patrick F. Stier