We analyse and evaluate the financial investments of our clients and assist them in formulating individual investment objectives including the definition of a strategic overall asset allocation. We help to select asset managers and custodian banks and support clients with the negotiation of terms and fees and the definition of appropriate benchmarks for each mandate.
We assist in the selection, subscription and monitoring of alternative investments such as hedge funds and private equity funds.
We offer currency overlay services on the level of the consolidated portfolio.
Our professional portfolio analyses give our clients an unbiased expert view. We analyse strengths, weaknesses, prospects and risks of each managed portfolio and present an overview of the consolidated situation.
We always act exclusively and on a best-effort basis on behalf of our clients.