You are the person responsible for complex issues? You are in search of support to define an overriding investment strategy as well as its supervision? Monitoring of participations, their supervision, various bank relationships, assets in various entities and managed by various parties constituting a challenge?
Actual-target – from a neutral perspective on your current financial situation
Long-term success of your projects decisively depends on a detailed analysis of your current circumstances. Out of a neutral perspective we monitor the structure of your assets, the involved parties, as well as clients’ requests and those of involved committees, to jointly determine a matching support and the scope of required services.
Hand in hand – on the basis of independent and fair, cooperative advice
We extend advice to resolve complex problems and escort you in defining suitable investment guidelines, we guide you through the complex world of fees and charges, participate in client meetings, design and organise workshops.
Jointly excellent – by way of quality checks and verisimilitude
The scope of services comprises essential higher-ranking checks, like the economical baseline, compliance with the regulatory environment as well as the proper implementation of the investment strategy. We monitor in depth all involved parties.
Scrutiny and optimum output – with the aid of quantitative analysis and verisimilitude
Transparency on all levels is achieved by quantitative monitoring. We run close checks on risk-reward aspects, the performance and cast clarity on fees and charges.
Constant monitoring – by way of automatic alerting
Compliance with the defined investment guidelines is constantly monitored and we inform you in case of violations.
Light into the dark – by tailor-made reporting
Thanks to our independent, consolidated reporting tools you will on a continuous basis be able to keep a reliable overview of your asset allocation and the total performance by your investments. The report is tailored to your needs, completely individualised to give you the best support possible in your day to day business.
