• An uncompromising focus on your long-term investment and business success
• Independent analysis of costs, risks and product offerings
• Full transparency and high service quality
• A flexible, cost-effective advisory mandate structure

Our investment services deploy the full breadth of our expertise in the many fields of the financial markets. Our specialized knowledge of currencies, fixed income, derivatives, investment strategy, legal matters and risk management enable us to offer institutional clients a high-quality service that is entirely independent of providers.

The process begins with an in-depth analysis. Thereafter we offer genuine best price execution for all transactions (FX, fixed income, equities, derivatives, special investments), structuring of your operational setup (multi-bank platforms, direct trading lines to market participants) and assistance with investment decisions, right through to discretionary treasury mandates.

Our Investment Services cover the following activities:

1.    Analysis of the existing portfolio
We analyse and assess the portfolio and the instruments within it using a holistic approach that takes particular account of the client’s investment objectives and situation.
Moreover, given the almost bewildering variety of vehicles offered by the structured products market in particular (which can occasionally work against an investor’s interests), we examine the portfolio right down to the level of individual investments.

2.    Evaluation of the investment universe
Our assessment of the right products disregards inappropriate influences such as trailer fees.
We focus fairly and squarely on efficiency in terms of costs, transparency and tradability as well as risk characteristics that can be clearly interpreted. We constantly strive to achieve the best and most advantageous fee structure for the client.

3.    Fixed income / money market advice and execution
We will help you to implement your investment strategy cost-effectively.

4.    Selection and monitoring of alternative investments
This covers all areas of single funds, funds of funds, private equity and real estate. We will help you choose the products that are right for you and structure your investments.

5.    Proposals
Our proposals are readily understandable and backed up by sound logic.
Often, reducing the complexity that was deliberately built into some financial instruments from the outset leads to significantly improved results. Final investment decisions are made by the client.

6.    Efficient implementation
We provide the assistance you require in implementing any changes that need to be made. For example, price comparisons are a simple, tried and tested way of reducing costs and enhancing the success of investment decisions. We will also assist you in exiting (or reconstructing) complex products.

7.    Controlling and reporting
Our sole concern is the highest level of investment success for our clients. Once investments have been made, we assess performance and provide customized reporting.