CONSULTANCY

You would like to achieve sustainable investment success


A clear defined investment strategy, professional investment organisation and consistent implementation are essential for sustainable asset management. Similarly, a regular review of your investment strategy and your objectives is necessary to adjust the investment parameters in accordance with the capital market environment.

We support in the formulation of your investment objectives, the investment strategy and in the development of an efficient investment organisation. With regard to the selection of suitable asset managers, we provide you with objective decision-making principles and advice you on the drafting of the contractual requirements.

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YOUR BENEFITS

A clearly defined investment strategy which is consistently implemented with a professional investment organisation

 

  • Personal advice without conflicts of interest
  • Knowledge transfer through our experts
  • Support in reaching your investment goals
  • More safety in asset management
  • Efficient implementation and optimised cost structure

YOU RECEIVE

We take pleasure in supporting you in achieving the right course for your investments

 

  • Formulation of the investment goals and the appropriate investment strategy
  • Advice regarding investment style and organisation
  • Selection of asset management and custodian mandates
  • Advice in the design of management contracts
  • Comparison of fees of asset managers and banks
  • Monitoring and controlling concept
  • Definition of the information flows and reporting channels
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Steer a safe
course using
our instruments

Overview

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analyse-icon Analysis

You would like to know how your investments are performing.
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beratung-icon Consultancy

You would like to achieve sustainable investment success.

ueberwachung-kontrolle-icon Monitoring and Controlling

You aim for maximum security and the highest possible transparency.
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berichterstattung Reporting

You expect meaningful information about your entire portfolio.
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Family Office Services

You are looking for a partner who specialises in tax arrangements for corporate successions and asset structures, succession and generation management, and provides advice on organising and structuring family offices?
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WE TAKE A LOOK
OVER THE HORIZON
FOR YOU