Sustainability in our company
To us, sustainability is not just a buzzword or a convenient marketing tool. Instead, the concept of sustainability is deeply rooted in our corporate identity. We are proud to be one of the first wealth managers to have integrated sustainability in our management and advisory procedures, and by now, we can look back on more than twenty years of expertise in this area.
We want to continue our efforts and undertake a process of steady corporate development in order to continue to provide you with reliable, competent and innovative support in the area of sustainability.
Disclaimer Sustainability, August 2026
ESG is an acronym that stands for Environmental, Social and Governance.
There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable/social or considering ESG criteria. This can lead to different providers assessing financial services and financial products differently in terms of ESG considerations.
In addition, there are various existing and new regulations on ESG and Sustainable Finance, which need to be substantiated, and further draft regulations and amendments to regulations are currently being developed, which may lead to financial services and financial products currently labelled or described as considering ESG criteria not meeting future legal requirements for qualification in this context.
We utilize data as well as ESG assessment methodologies that are supplied by independent third-party provider(s). These third-party assessment methodologies and corresponding ratings are therefore subject to change, which may result in turnover in investments within a portfolio to remain in line with an agreed ESG baseline.
ESG ratings are regulated in the EU by EU Regulation (EU) 2024/3005 on the transparency and integrity of Environmental, Social and Governance (ESG) rating activities. Nevertheless, it is important to note that there is a selection of ESG data providers in the market, and methodologies between these can vary leading to different ratings for the same instruments.
ESG principles may result in a less diversified, more concentrated portfolio. ESG investing may result in the exclusion of specific industries.
The required disclosures with regard to sustainability can be found under Legal Notice point 13.