Rebekka Haller

MM Warburg & Co. PB employs a holistic approach to develop customized asset concepts optimally aligned with their clients' life situation. They consider and evaluate investments in terms of structure, returns, risks and tax issues, forecast their course of development and help optimize succession in property rights and old-age provision. The Bank offers fund-based Warburg Premium Portfolio and customized asset management, where they jointly define each client's personal and economic goals, tax situation and cash requirements. Their asset managers implement the strategy and invest the funds, adjusting the portfolio structure as required. Their Investment Research division offers micro-research for company and stock analysis and macro-research that produces macroeconomic analyses and develops investment strategies, continuously comparing data and results from both the top-down as well as bottom-up points of view.

Provides investment research