Companies, large organizations and high net worth individuals with large holdings of securities and other assets entrust the management of their fixed assets to expert administrators. Professional asset managers are fully responsible of looking after the securities portfolios of banks, investment funds and hedge funds as well as the projects of their customers.
Active investors are looking for an experienced partner to align their holdings for the medium to long term and also to benefit from investment ideas and recommendations based on expert know-how. That’s where we come into play: We set goals, develop investment strategies, identify market opportunities, and finally conclude on detailed actions to be taken.
Our professional management of portfolios with securities and real estate usually includes various management tasks:
- market research
- extensive financial analysis
- valuation of assets
- continuous monitoring
- regular reporting
Our strategic planning and execution includes:
- allocation of assets
- market timing
- reflect and develop/adjust strategic behavior
