Comprehensive support in our investment office
Our aim is to protect and increase our clients' assets - for generations to come. This gives rise to requirements and issues that go beyond asset management. In the Investment Office, we therefore combine our capital market expertise with strategic advice and administrative support.
Our offer for large family assets
From asset allocation and organisation to management and control - in our Investment Office we manage your assets holistically from a single source.
Strategy
- Analysing the asset situation
- Selecting and managing asset classes, asset managers and service providers
- Developing a long-term asset strategy and structure
Organisation
- Coordination of partners and service providers
- Controlling and channelling the flow of information
- Administrative facilitation and support in day-to-day business
Monitoring
- Transparent reporting of assets
- Optimisation of processes and remuneration structures
- Limitation of financial and regulatory risks
Your strategic partner
We offer you sparring on an equal footing. Internally, we work together with numerous specialised departments and in-house experts: For example, our strategy team regularly discusses key issues relating to current capital market developments. As a client of the Investment Office, you also benefit from the research of our Research Institute and the findings of our investment team. We also employ experienced experts for trading, private equity and the data management and reporting department. This leaves nothing to be desired.
What can we do for you?
All your questions and concerns can certainly be clarified in a personal meeting. Simply give us a call to arrange an appointment or send us an e-mail. We will be happy to assist you with our expertise.
Call us
Would you like to speak to us in person? We look forward to your call.
Contact us
We are also happy to answer your questions by e-mail.