Our services at a glance
Asset management
Navigating the global investment environment with confidence
Our asset management gives you security and guidance in all investment matters. You are always fully informed about the principles guiding your investments, how risks are managed and how results are measured. Our mandates are based on a clearly structured investment process that we continually develop and refine. This enables us to assess the various asset classes soundly and to manage portfolios transparently and with full awareness of risk – with the aim of finding precisely the solution that matches your personal situation and your wishes over the long term.
Our services include:
- Solutions with various risk categories
- Mandates with a defined benchmark
- Individually structured investment strategies
We draw on a broadly based international network. We can also call on prestigious market and product specialists to cover the wide investment spectrum comprehensively and, where needed, to gain deeper insight into very specific market segments. Always with one central aim: to weigh opportunities and risks responsibly and then to implement the best investment strategy for you with consistency.
Portfolio analysis and controlling
Transparency and control for your wealth
Portfolio analysis and controlling give you a clear overview of whether investment guidelines are being met, how risks should be assessed and how your portfolio is developing. This enables you to make sound decisions and to steer the development of your wealth in a targeted way. We support you in this with the utmost integrity, a strong sense of responsibility and reliable execution.
To consolidate all data and provide consistent reporting across your portfolios, we use a portfolio management system with an interface to the banks relevant to you.
Our services include:
- Monitoring of investment guidelines
- Risk measurement
- Portfolio consolidation
- Reporting using modern methods
Fund services
Services for banks and asset managers
Asset managers, banks and other financial intermediaries face increasing regulatory requirements and growing complexity in their day-to-day operations. We therefore offer these professionals a supplementary service: as a third-party partner, we take on jointly defined tasks along the fund life cycle. This relieves your organisation, creates clear processes and ensures reliable execution.
Our services include:
- Fund set-up as well as fund and risk management
- Management of third-party funds
- Execution desk: execution of investment decisions
Fund management
Proven principles, contemporary execution
For selected mandates, we also offer fund management as a supplementary service. The focus is on clear, transparent investment strategies and a disciplined approach to risk. Our decades of experience and our international network mean we can soundly assess asset classes worldwide and find and implement precisely those solutions that meet the defined objectives and risk parameters – with the vision needed for stability and a long-term focus.