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Investment Management

  • Systematic analysis of the client’s specific situation and needs
  • Definition of an investment strategy based on the client‘s individual situation, goals and risk profile (suitability & appropriateness)
  • Continuous market and investment analysis
  • Correponding investment decisions and cost effective implementation thereof
  • Constant monitoring of the client's investment portfolio
  • Liquidity management
  • Transaction control
  • Performance analysis
  • Reporting
  • Custodian bank(s) according to the client’s choice

Asset Consolidation

  • Asset consolidation
  • Establishment of a transparent asset overview that serves as
    - basis for the analysis and implementation tool for investment decisions
    - basis for consolidated liquidity and currency management
  • Monitoring and reporting
  • Coordination with involved custodian banks
  • Periodic analysis of the portfolio structure and performance
  • Constant monitoring of the cost effectiveness of the involved service providers
  • Suggestions for improvements
  • Close collaboration with our client’s legal and tax advisors

Asset Structuring Services

  • Coordination of required insurance, wealth and tax planning solutions
  • Implementation of insurance or succession planning solutions based on the knowhow of qualified external partners
  • Implementation of tax planning solutions based on the knowhow of qualified external partners

Outsourcing Services for Third Parties

  • Administration management
  • Compliance management
  • Knowledge management
  • Structured succession management