The objective is to optimally allocate the assets and to realise a 'good' return in relation to the established risk appetite of our client. In practice, we see that banks and asset managers do not always 'really know' the client. And this leads to disappointment on both sides. We are perfectly capable of converting your wishes into a portfolio. But it may also be that we advise you not to invest. We will approach your personal situation completely objectively.
Activities that take place within our office under this main group include:
* Determination of your risk appetite perception (investment profile)
* Breakdown of passive and active investment with selection of the asset manager or investment bank
* Determination of Asset Allocation
* Bringing private placement possibilities into focus
* Assessment of quality and skill and specialisation of asset managers and private banks
* Maintaining contact with your investment advisers
* Consolidated performance asset reporting
* Power optimisation
* Independent assessment of the suitability of investment advice
* Drawing up an investment strategy
* Drawing up an investment statute
* Drawing up a family statute
Do you have any questions or would you like a no-obligation consultation? Then please contact us using the form below.