For pension funds, industrial and insurance companies we develop customized solutions characterised by a deep understanding of the customer’s needs and circumstances, a disciplined, transparent investment process and an active management approach making use of all relevant asset classes.
We propose a selection of the best funds for institutional portfolios and fund-of-funds based on a comprehensive analysis of the relevant fund universe, a thorough due diligence process and in-depth interviews with fund managers.
For wealth managers and high-net-worth individuals, we provide fund administration solutions in the form of German and Luxembourg domiciled mutual funds and specialized investment funds. Our core competence is the flexible design and administration of the mandates. This includes the development of the fund concept, the legal support and registration of the fund and a comprehensive reporting service tailored to individual customer needs.