Analysis & Counselling

Why not today start thinking about the tomorrows? We assign ourselves to support you by a holistic and independent analysis of your current investments. With the aid of a systematic counselling tool and advisory process we support institutional clients, investment committees of foundations as well as sophisticated private individuals in complex environments in the contexts of investment management.

Supervision

We pay attention to your investments. In addition to regulatory requirements we monitor within the framework of our Investment Controlling and on the basis of your individually designed asset allocation, the parties responsible as well as the transactions within your portfolio.

Systems supported alerting procedures help monitoring the targets defined by you around the clock.

Global reporting

We offer continuous, consolidated and independent reporting and explain to you your individual investment universe in personal dialogues. This will assist in establishing the necessary transparency on your current asset situation and allocation. You will benefit from enhanced transparency on bankable assets and a high fund-look-through quality, combined with the possibility to record own individualised securities, the implementing of holdings as well as an adequate reporting on alternative investments, enabling an appropriate cash management and asset allocation.