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)