Services
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
