In order to safeguard your interests as a client, we charge a flat fee based on the level of effort, responsibility and complexity. INVETHOS is not compensated by third parties for the referral of client relationships, the use of products or on the basis of transaction frequency or asset size.

We independently select the best products from third-party providers. We do not conclude sales agreements with such providers and we do not receive payment for products offered to clients. Fee-based asset management also allows us to advise against investments.

We only manage assets that have been declared for tax purposes and provide you with comprehensive advice, from tax returns to tax planning.

Working together, we look for optimal solutions that meet your investment needs. We speak your language and avoid the use of unnecessary jargon whenever possible.

INVETHOS offers you a comprehensive selection of impact investments that combine financial and social return targets. We also offer the option of sustainability criteria – e.g. in accordance with the ESG approach – for each portfolio.

What is true for clients is true for INVETHOS itself. Our business principles ensure that not only our investments and services, but our entire value chain follows ethical criteria.