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Services
We pull out all the stops for you: from strategic advice to concrete investment style.
Segregated mandates
We offer you a wide and detailed range of the most important asset classes and leave it up to you to choose between a solution implemented either with direct investments or with cost-saving pooled vehicles.
Balanced mandates
Thanks to our broad range of actively and passively managed investment vehicles, we can put together a mandate that corresponds exactly to your needs. Regarding both the individual modules and the tactical allocation of investment classes, you can choose between an active and a passive investment style.
Overlay mandates
Overlay solutions allow us to generate added value for you in sectors which were not managed very systematically in the past. These include asset allocation or the management of foreign currency risks. The overlay mandate is laid over the existing investment organisation. In this way the exposure aimed for and/or the risks of the entire basic portfolio are individually controlled in accordance with your requirements.
Strategy advice and portfolio analysis
Every tailor-made investment solution is based on comprehensive strategic advice. We make sure our solution is in keeping with your requirements: for example asset-liability analyses for pension funds, and specialised portfolio analyses.
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