Straight to the funds.

Cost-efficient investment solutions tailored specifically to the needs of independent asset managers, family offices and pension funds.

From fixed-income investments to equities and integrated multi-asset class solutions.

Our strategies aim to create added value for our investors through active management. 

Risk management is an integral part of our disciplined and transparent investment process. Investors can count on the watchful eye of our sound risk control system.

Our funds are exclusively European onshore products and meet the highest international standards. The right partners make the difference – for this reason, we thoroughly analyse possible setup partners (custodian bank, audit, etc.) and select companies that have been established for many years.

Benefits of this approach:

• Attractive risk-adjusted returns
• Cost-effective implementation
• Transparent reporting
• Independent monitoring and cost control

Investment strategies individually tailored to the special needs, asset structure and risk tolerance of individuals who do not wish to make daily investment decisions.

Actively managed and professionally monitored by proven experts.

Today’s financial markets are extremely complex. This makes it all the more important to be able to count on a neutral partner who advises you with the highest level of competence and the right amount of empathy when choosing the right investment strategy.

Benefits:

• Your assets will be managed by investment specialists with many years of experience.
• You save valuable time by being relieved of investment decisions.
• Your assets are actively managed and professionally monitored.
• You benefit from independent investment decisions.
• You regularly receive comprehensive and meaningful reports on the performance of your assets.

Holistic solutions for families who have devoted themselves to safeguarding their wealth over generations.

From individualised fund solutions, investment processes and strategies to independent second opinions and efficiency enhancements. And rounded off by consolidated reporting.

Our Services:

• Portfolio management
• Private Label Fund Solutions
• Structuring of the investment process
• Development of an individual investment strategy
• Consolidated reporting
• Investment advice and second opinion
• Cost control and efficiency improvement measures

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For each client, our experienced investment team develops an individual investment solution at the highest level.

Thanks to long-standing contacts and business relationships, we have access to a global network of specialists and experts.