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Institutional Investors
(Associations, Organisations and Institutions)

As an established family office with a comprehensive range of services and in-depth advisory expertise, we have been assuming responsibility for the assets of institutional investors for many years. We have profound knowledge regarding the particular requirements and needs of the most diverse institutions and will design an individual and tailor-made mandate for you.

On the basis of our strategic asset allocation, we develop a customer- and future-oriented asset strategy that is geared to sustainable success. We conduct a detailed analysis of your assets, quantify opportunities and risks, and work with you – taking account of your individual specifications and the legal and tax circumstances – to develop a long-term investment strategy with appropriate investment guidelines and a resilient risk profile. An integral component of this process is defining clear performance targets that guarantee transparent evaluation of the success of the strategy and management.