Asset management

Continuous management
of client assets

Presentation

Asset management

The composition of our clients’ assets is becoming increasingly varied. To help them to achieve their goals, we support them in areas ranging from tax and legal issues through to financial and administrative aspects and continuous asset monitoring. We begin with their asset architecture, assist them with asset management and offer them asset monitoring.


Approche

  1. Architecture – analysis and design

    Following a detailed analysis of the client’s goals and assets, we work together to identify the most suitable legal and tax structure. We analyse the capital markets and define an individual asset allocation strategy together with the client.

  2. Management – strategic implementation

    After working with the client to establish the right asset strategy, we assist them in implementing it. We help to define investment guidelines and organise a selection process for new asset managers. Clients benefit from the experience and network of our family office team and its bargaining power when it comes to prices.

  3. Monitoring – reporting and controlling

    We provide our clients with consolidated reporting on all liquid and illiquid assets. We also organise regular investment committees, where we engage in a detailed exchange of opinions on the current market situation and derive recommended actions for overall management and decisions on strategic investments.

Expertises

  1. Asset organisation

    We help our clients to analyse their asset situation and develop an individual family strategy so that we can structure their investments optimally with regard to tax law, arrange proactive succession planning and safeguard their pension provision and family management.

  2. Foundations and philanthropy

    We contribute to the success of our family clients’ charitable organisations and projects by helping them to set up and arrange asset management for foundations and non-profit solutions.

  3. Access to networks

    From collectors and entrepreneurs to managing directors, our family office clients gain access to a wide network of private clients with the same interests and experts who can offer tailored advisory services and solutions.