Discretionary Portfolio Management
Ongoing management of a diversified portfolio against an agreed risk profile, with ongoing oversight and rebalancing.
Wealth & Portfolio Management — Köln, Deutschland
Albrech & Cie. Vermögensverwaltung Aktiengesellschaft provides discretionary portfolio management and investment advisory information for private clients, families and institutions, grounded in discipline rather than speculation.
What we do
Every relationship begins with a written mandate that sets the objective, the constraints and the reporting rhythm. Nothing is offered off the shelf, and nothing is sold on commission.
Ongoing management of a diversified portfolio against an agreed risk profile, with ongoing oversight and rebalancing.
Independent, informational guidance on asset allocation, manager selection and portfolio construction for clients who retain their own decision rights.
Structuring of family wealth across generations, in coordination with independent legal and tax counsel.
Periodic review of concentration, currency and liquidity risk across existing holdings and custodial arrangements.
Support for foundations and family offices seeking a documented, auditable investment process.
Clear, regular statements that explain performance, cost and positioning in plain language.
Our approach
We review existing holdings, obligations and time horizon before any recommendation is made.
A written investment policy is agreed, defining objectives, constraints and acceptable risk.
The portfolio is constructed and instructed through the client's chosen custodian bank.
Positions are monitored and reviewed on a defined cycle, with adjustments only when the mandate calls for them.
"We manage what has already been earned. Our task is preservation and considered growth — never promises."
Investment Principles, Albrech & Cie.
Important information. This website is provided for general, informational purposes only and does not constitute investment advice, a recommendation, an offer or a solicitation to buy or sell any financial instrument. Albrech & Cie. Vermögensverwaltung Aktiengesellschaft does not sell products or accept payment through this website. The value of investments can fall as well as rise. Past performance and illustrative figures are not a reliable indicator of future results. Please read our Terms of Service and consult an independent, licensed advisor before making any financial decision.
Get in touch
We are happy to answer general questions about our approach to portfolio management. This channel is for information only and creates no client relationship or obligation.
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