Investment Structure Consulting

We show you new solutions and types of investments and provide you with sustainable and value-oriented consulting, based on your ideals and goals.

For clients with a higher investment volume, we offer the whole range of investment consulting services from developing an individual investment guideline to market research for asset management groups coming into questions to assessing offered services, e.g by company visits.

If requested, we regularly monitor investment services used.

Product-related, specific consulting and concrete implementation remain with your bank respectively your financial services provider. We maintain independent.

 

Examples

  • Supporting an internationally acting foundation, a family in Northern Germany, a congregation in Rhineland-Palatinate etc. in developing an investment strategy and guideline
  • Invitation to tender to various banks for seven- to eight-figure portfolio; Assessing incoming offers and monitoring implementation

Investment Structure Consulting

We show you new solutions and types of investments and provide you with sustainable and value-oriented consulting, based on your ideals and goals.

For clients with a higher investment volume, we offer the whole range of investment consulting services from developing an individual investment guideline to market research for asset management groups coming into questions to assessing offered services, e.g by company visits.

If requested, we regularly monitor investment services used.

Product-related, specific consulting and concrete implementation remain with your bank respectively your financial services provider. We maintain independent.

 

Examples

  • Supporting an internationally acting foundation, a family in Northern Germany, a congregation in Rhineland-Palatinate etc. in developing an investment strategy and guideline
  • Invitation to tender to various banks for seven- to eight-figure portfolio; Assessing incoming offers and monitoring implementation