The Services

We offer strategic investment consulting and management to institutional investors and ultra high net worth individuals and their family offices. For us offering these services mean to develop and permanently update the asset allocation of our clients (including the use of asset-liability analyses if necessary) and to support our clients in all decisions in their investment policy including the selection of managers and instruments (€ 50 million upwards).

 

Our asset management comprises the active management of the assets of institutional and ultra high net worth private investors within the framework of the objectives and parameters agreed and in accordance with our investment approach (€ 10 million upwards).

 

Our risk overlay management serves to strictly limit potential losses in larger (€100 million and more).

 

An individual bundling of the services offered is of course possible. We always maintain close contact with our clients, point out opportunities and risks at an early stage and propose changes to the investment profile in good time.