We specialise in investment funds. As an independent financial services provider, we support the sophisticated mandates of institutional clients such as banks, asset management firms, insurance companies, trustees, lawyers, wealthy private clients and family offices.
Target-oriented, efficient and reliable, we always remain focused in financial markets that are becoming increasingly complex.
We provide advice and support in setting up private label funds, selecting a custodian bank and formulating investment regulations. After determining a strategy together with the client, we take over the time-consuming fund management responsibilities and the ongoing reporting as the asset manager. This enables us to formulate individual solutions for sustainable capital investments.
Our clients can also choose from our existing range of funds and make investments via their high-street bank. We currently manage 14 investment funds.