Our core competence lies in the conscientious and professional administration of our clients’ assets. By means of an asset management mandate, the client delegates investment decisions to itag Portfolio Management. Within the framework of this delegation process, we work with the client to define their optimum investment profile. This profile results from the "triple constraint" of the three main drivers of long-term wealth goals, i.e. the investor's risk capacity and risk tolerance, and the investment horizon.

For the purpose of providing a control framework for this work, we agree time intervals with the client at which they would like to be contacted by us and updated on the success of the investments.