For private investors

  • Portfolio management
  • Structural analysis for the total assets as well as portfolio analysis
  • Family office services

For institutional investors

  • Asset management
  • Risk capability and strategy analysis
  • Consultation concerning investment strategy and investment process
  • Structural analysis, ALM

Portfolio analysis

Family office

    • Portfolio management
    • Monitoring the custodian bank(s)
    • Structural analysis of the entire assets
    • Drawing up consolidated reports
    • Client-specific reporting
    • Coordinating external specialists in conjunction with real estate, loan, inheritance and tax questions