MONITORING AND CONTROLLING

You aim for maximum security and the highest possible transparency


We stand by you to help you stay ahead of the curve.

Our early warning system ensures that your invested assets are managed professionally, in accordance with the defined contracts and that your interest is always safeguarded. Possible undesirable developments and any need for action are promptly brought to your attention.

We oversee the market and order compliance of each individual transaction. As part of risk mitigation activities, we monitor investment restrictions, diversification and counterparty risks. We review the accounts of the custodian banks and asset managers, reveal too high charges, fees, hidden costs and incorrect price settlements.

The analysis of the achieved investment results, the control of the investment instruments used and the comparisions with other asset managers create transparency and indicate potential for optimization.

bg-image

YOUR BENEFITS

Through ongoing monitoring, you can react to unwanted developments in a timely manner and reduce potential risks and liabilities

 

  • Freedom and security through the delegation of professional responsibility
  • Securing of mandate conformity
  • Transparency in relation to income, risk and costs
  • Early warning system
  • Increase in the quality of your asset management

YOU RECEIVE

Our early warning system for maximum security and the greatest possible transparency

 

  • A customised controlling report
  • Explanations regarding the implementation of the investment strategy
  • Documentation of the test results
  • Assessment of the investment results
  • A summary with recommendations (Management Summary)
bg-image

Steer a safe
course using
our instruments

Overview

read more

analyse-icon Analysis

You would like to know how your investments are performing.
read more

beratung-icon Consultancy

You would like to achieve sustainable investment success.
read more

ueberwachung-kontrolle-icon Monitoring and Controlling

You aim for maximum security and the highest possible transparency.

berichterstattung Reporting

You expect meaningful information about your entire portfolio.
read more

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?
read more
bg-image

WE TAKE A LOOK
OVER THE HORIZON
FOR YOU