RICHTWERT Partner Manual

At RICHTWERT we serve the following customers: Private individuals and companies Investment horizon: at least 5 years Minimum investment amount: 50,000 CHF/EUR/GBP Family Offices Foundations and endowments

Yes, of course. Not all RICHTWERT customers are entrepreneurs. What unites our customers is that they see themselves as part-owners of our portfolio companies and that they are long-term oriented.

Private investors: Please contact us so that we can get to know you and your goals in order to serve your needs. Open a brokerage account in your name with a bank that works with RICHTWERT and grant RICHTWERT a limited power of attorney so that RICHTWERT can invest on your behalf. Transfer the capital you would like to invest into your brokerage account so that we can invest your capital for you. Businesses, family offices, foundations and endowments: Please contact us so that we can look after you personally.

Find out more about RICHTWERT's investment approach.

RICHTWERT focuses on a single global strategy and aims to achieve the best possible medium and long-term return (at least 5 years) with controlled risk. Our investment approach is rational, value-oriented, risk-averse, long-term, independent and focused.

Your capital is always invested in liquid securities. Redemptions are possible with a notice period of one month to the end of the quarter. Please note that we charge a redemption fee of 1% p.a. on capital withdrawals for funds invested for less than 5 years in order to attract only capital that is meant to be invested for the medium and long term. We recommend that you discuss redemptions with us so that we can make them as advantageous as possible for you.

Banks are required by law to keep your securities separate so that they are protected even if the bank goes bankrupt. In addition, your securities are kept separately from the securities of other customers in your own portfolio. Amounts of money in Germany and Switzerland are protected up to a maximum amount of 100,000 euros or CHF by the deposit protection scheme. RICHTWERT is only authorized to issue stock exchange orders to your bank and, if you wish, to make transfers between your own accounts.

Yes, RICHTWERT does not invest in companies whose business model depends primarily (more than 30% of sales) on tobacco, weapons or gambling. In addition, RICHTWERT avoids companies that obviously and repeatedly act irresponsibly.

Yes, we attach great importance to sustainability in our investments. We explain our approach in our article On Capitalism & Sustainability.

RICHTWERT was founded in 2015.

Yes, RICHTWERT is regulated and authorized by FINMA https://www.finma.ch/. RICHTWERT is also affiliated with the Swiss ombudsman FINSOM https://www.finsom.ch, which acts as a neutral party to help find a joint solution to disputes.

When it comes to investing, RICHTWERT is a one-captain ship. Our founder and CEO, Bahram Assadollahzadeh, CFA® is solely responsible for all investments because we know from experience that group dynamics and human psychology (herd mentality) prevent independent thinking and action. Without independence, you cannot expect above-average results. It is therefore not surprising that the best investment results were achieved by individuals and not by teams (The World's Greatest Investors).