Your requests, needs and personal targets are our top priority. Based on our long-time experience with wealth analysis, -consultancy, -management and Investment Controlling we commit ourselves with passion and lifeblood for you and your clients.
We love what we do – for decades.
Exposed to a continuously changing regulatory environment, your client enjoys – by interposing the partnership with an additional financial intermediary – enhanced flexibility in the dealings with banks as well as expanded product and service variety, and thus clearly gains breathing space and independence. Acting commonly out of a position of united strength enables us to combine all forces in the interest of your clients.
More on Wealth ManagementWe escort and guide you as an independent partner in implementing your supervisory duties and responsibilities. Employing an Investment Controller lays the cornerstone for a sustainable, cross-generation and optimised implementation of the targets defined by your institutional or private clients.
More on Investment ControllingWe live individuality. Our experience and expertise in financial matters enables us to support you in complex issues, providing tailor-made solutions.
We support foundation boards and investment committees of charities in this fast-moving volatile environment with our independent approach in financial topics.
We today think about the day after tomorrow in order to constantly maintain optimum positioning on the basis of your particular requirements.
Besides a holistic analysis and the definition of a superordinate investment strategy, constant controlling is a key to efficiently cope with changes and thus contributes the primary foundation for a long-term strategy.
More on Investment ControllingNo matter if you are looking for tailor-made advisory solutions or individual Investment Controlling on the basis of your own specifications – we shall be pleased to listen to your needs to jointly elaborate with you a suitable solution.
As one of the earliest adopters we have in Europe been serving institutional investors, financial intermediaries, banks, insurance companies as well as private individuals with an active analysis of the financial markets on the basis of “New Finance” in the following areas:
- Securities by regions
- Securities by sectors
- Currencies
On the basis of scientific and practical findings we for over two decades, using the label “The Monitor” issue financial markets analyses meanwhile in the ninth, fully revised, “generation”.
View our factsheetsYou are exposed with a legal case and require the support in the context of investment related issues? We shall be pleased to render advice.
