Question 1

Who can become a RICHTWERT customer?

Accepted Answer

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

Question 2

I'm not an entrepreneur, can I still become a RICHTWERT customer?

Accepted Answer

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.

Question 3

How can I become a RICHTWERT customer?

Accepted Answer

Private investors:

1. Please contact us so that we can get to know you and your goals in order to serve your needs.
2. 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.
3. 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 (https://www.richtwertcapital.com/contact)so that we can look after you personally.

Question 4

How does RICHTWERT invest my capital?

Accepted Answer

Find out more about RICHTWERT's investment approach.(https://www.richtwertcapital.com/investment-philosophy)

Question 5

What investment strategies / investment styles does RICHTWERT offer?

Accepted Answer

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.

Question 6

How liquid / available is my capital?

Accepted Answer

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.

Question 7

How safe is my money apart from investment risks?

Accepted Answer

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.

Question 8

Does RICHTWERT avoid investing in certain sectors?

Accepted Answer

Yes, RICHTWERT avoids investing in companies that derive more than 30% of their sales from tobacco, weapons, or gambling. We also steer clear of companies that consistently act irresponsibly.

Question 9

Does RICHTWERT consider sustainability in its investments?

Accepted Answer

Yes, we attach great importance to sustainability in our investments. You can learn more about our approach in our article 'On Capitalism & Sustainability' under Insights on our website.

RICHTWERT Partner Manual

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