We are totally independent on our investment decision. Hence our sole aim is to manage client's money with low volatility and to generate long term capital appreciation.

Our business model has a performance fee linked to highwater mark. In case of losses they have to regained first. Therefore both client and asset manager have same aim and target.

"Client and asset manager are all in same boat"

The individual strategie is driven by client's personal risk reward profile. This is a result of various meetings and consultations. We call it "three level strategie".

One reason of our service is to make money for you - the other is to offer you more space in your life time.

ESG Philosophy

ESG (Environmental, Social and Governance) are three core factors for the sustainability of investment decisions. Since 2013 (for FY 2012), an annual report on sustainability and inclusion of ESG criteria has been prepared and is part of the external auditor's audit.

Many sustainability rating and research agencies use the ESG approach. Numerous investors, such as the members of the UN PRI (Principles for Resonsible Investments), integrate important ESG criteria in their analyses of securities, including IfK - Institut für Kapitalmarkt die Generationen Vermögensverwaltung. The same applies to the charitable foundation “MKW Glücksstiftung”, founded by Mr Martin Wilhelm in 2005.

The ESG investment policy of IfK - Institut für Kapitalmarkt - Die Generationen Vermögensverwaltung GmbH is based on the guidelines of the Swiss National Bank (SNB).
The following guidelines are a matter of course and essential

No arms / weapon manufacturers (war weapons, cluster bombs etc.)
No companies that systematically cause serious environmental damage
  (Tepco, Fukushima etc.)
No companies that massively violate fundamental human rights
No securities of the tobacco industry

This refers to both bonds and shares and is always referred to all outstanding securities, shares, bonds and debentures as well as all intermediate products (hybrids).

Out of respect for the environment, car journeys made from 2014 onwards were more
  than 90 percent with e-mobility, i.e. with 100% e-vehicles.

More than 10 % of the IfK's operating income has been allocated to the Foundation
  in the last 10 years

• In other words: We eat our own cooking

© 2019 Martin Wilhelm  

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