Financial Consulting

FINANCIAL CONSULTING High added value services

WE OFFER ADDITIONAL HIGH-QUALITY SERVICES TAILORED TO EACH CLIENT´S SPECIFIC NEEDS

Alongside our normal model-based portfolio management activities, we offer a full range of additional first-class services that target the specific needs of each individual client:

    • Analysis and research concerning individual bonds, ETFs, specific funds or upon request;
    • Integral ad hoc creation of specific products not yet on the market;
    • Advanced know-how and proprietary database of the majority of ETFs on the market;
    • Analysis, research and recommendations concerning funds;
    • Preparation of bespoke investment proposals for potential clients;
    • Management of highly customised mandates with constraints and ultimately advisorship.