Services

Investment Funds

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.

Target-oriented, efficient and reliable.

Structured Products

Professional asset management is about finding the right time frame to safeguard and increase capital. The use of structured products allows risk/return characteristics to be controlled closely and success to be achieved quickly on the market.

Matrix provides ideas for institutional clients and employs the most suitable product depending on the market situation, ensuring that the specific advantages of this type of investment can be fully exploited. Its policy of specifying the optimum strategy together with the client and conscientiously safeguarding clients’ interests make Matrix a reliable partner for the placing of structured products.

The particular quality of our services is demonstrated by the personal approach we take to our client relationships and the transparent way we do business. Being able to call on our highly specialised knowledge and extensive experience creates trust and lays the foundations for successful investing.

Seize the opportunity.