Wolfram Schmerl

Provides financial advisory services

The bank's investment banking business targets small and medium-sized companies, as well as public entities undergoing privatization. Their asset management business is organized in interdisciplinary teams and relies on quantitative methods for global asset allocation, market knowledge and structuring expertise across asset classes. They provide specialized wealth management services focused on capital preservation through inter-generational transmission and tax-optimized strategies.

HAAM is an active investor and manages portfolios invested in both value and growth stocks. The firm focuses primarily on European equity and fixed-income. They have also developed specialist expertise for total return products, capital preservation strategies, the management of convertibles and money-market instruments as well as inflation-linked bond funds. HAAM aims at achieving risk controlled outperformance and bases investment decisions on in-house fundamental research, also using quantitative models to process fundamental data collected by their research team.