Investment/ Financial consulting

Investment/ Financial Consulting

We advise our investors independently and implement solutions with the ideal partner or product applying a “best-in-class approach”. We do not see ourselves as an asset manager that makes individual investment or financing decisions, but rather as a sparring partner and representative for all of your personal needs and interests in the following areas:

Investment consulting

  • Strategic asset allocation
  • Investment consulting
  • Investment controlling; monitoring; reporting

Financial counselling

  • Financial counselling
  • Real Estate management (purchase and sale)
  • Corporate finance (e.g. M&A, LBO, MBI, MBO)