Fund and portfolio management
Clarity and transparency are crucial for financial success
Most asset structures have grown historically and are therefore often backed by complex structures. Now it is important to get an overview of the numerous documents of the individual asset managers, banks and investments.
Your asset class Property
With our real estate specialist and licensed real estate agent we support you intensively in the purchase or sale of your real estate. We also take care of the right tenant.
Completely neutral and independent, we find the most favourable and suitable financing for you. Together with you, we work out a tailor-made financing concept.
The introduction of efficient asset structures and a selection of individually tailored concepts are just some of our tools of the trade. We consider for you the liquid and illiquid financial products, real estate and insurance, as well as the tax and legal aspects.
Risk minimization in your portfolio
Private equity is a form of corporate finance that has decades of tradition in America and England, while it is still relatively young in Europe and Asia.
With safety – more safety
Being healthy is the most important thing in life. For you to enjoy it, we take care to safeguard and promote your health individually and to give you a comprehensive understanding.
Design your company succession successfully together with us
The decision to hand over or sell one’s own company represents a major turning point in the life of an entrepreneur. It is about one’s own life’s work, about longstanding employees and, like the founding of a company, usually represents a unique event in the entrepreneur’s career.
Values as individual as yourself
No matter whether it is about building up a collection of vintage cars, buying art or valuable watches – our specialists provide intensive support for you as a customer.
What professional athletes should know about finances
Professional athletes live fast, irregularly and independent of location. They are confronted with special challenges: short careers, limited contracts, frequent changes of residence and smooth transitions between professional and private life. Not continuity but constant change is the norm in life.
You are a director of a foundation or are thinking about setting up a foundation and are thus consciously focusing on sustainability. The social responsibility that you assume in the management of a foundation is great, but contributes to changes in your own personal sense. Your concerns and the goals of the foundation will remain in good hands for generations to come.
Managing assets together
Investment advice is „the provision of personal recommendations to our clients relating to transactions in specific financial instruments, provided that the recommendation is based on an examination of the personal circumstances of the investor or is presented as suitable for you“.
Relief for your asset management
Among other things, the delegation of securities management provides you with professional management for your liquid assets. This saves you time for the really important things in your life and relieves you of all the associated asset management issues.
Decide whether classic or individual asset management is more suitable for you.
+49 (0)711 540 90 29 20