How we do what we do

Clearing house image

BMS Private Banking is committed to fostering transparency in its client relationships, emphasizing clear communication not only regarding fees but also in the realm of investment activities.

Our primary focus lies in equity investments, driven by the belief that they offer the most sustainable returns. Our investment approach revolves around a buy-and-hold strategy, where stocks are retained for the long term and only adjusted in exceptional circumstances. We aim for returns aligned with the average internal value creation of the companies in our portfolio.

At the core of our investment strategy are equities from well-capitalized, high-quality companies that have long-standing market leadership in sectors such as food processing, consumer goods, healthcare, and energy. These companies often produce products widely consumed by the population, exhibiting stable profit performance even during economic downturns and relatively low price volatility. Regular reviews of our core portfolio ensure its alignment with evolving market conditions.

Explore the benefits of BMS Private Banking Online, where our commitment to transparency and prudent investment practices continues to guide our services.