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Asset Strategy and Control

Providing you with comprehensive and competent advice requires a solid foundation. We commence our work with a very thorough analysis of your situation that not only covers the scope and structures of your total assets, but – above all – also considers the underlying family situation. Different generations very often have different requirements, opinions and goals. We develop your asset strategy based on our analysis. We see this as an ongoing process during which we remain close by your side, always focused on the markets and above all, the associated risks.

 

“Determining a matching investment strategy is a vital prerequisite for attaining the respective individual objectives. A corresponding control concept is of crucial importance for the consistent an sustainable implementation of this strategy."

 

Sascha Servos, Head of consulting and support

Phone +49 (221) 57 77 20
E-Mail: jr.j@uvlkjtyv-fggveyvzd.uv

The three key phases of asset strategy 

and control are:


  • Client and asset analysis
  • Overall asset strategy
  • Implementation, control and ongoing support

Client and Asset Analysis

We establish the organisational framework for the future asset strategy together with our clients. Investment objectives, investment horizons and risk tolerance as well as the client's particular requirements and questions determine the specific conditions and lead to an individual “roadmap” for every mandate.

Our second step, the asset analysis, concentrates on the assessment and analysis of the current asset structure. The transparency created in this process provides impetus for (re)adjustment of the wealth allocation.


Total wealth strategy

In many cases, the overall strategy needs to reflect long term considerations because the wealth, its development and use is ultimately designed for future generations. Individual goals and analytical results in terms of global trends form the basis for developing an integrated asset strategy together with our clients.

Depending on objectives, the action plan comprises:

  • Proposals on the organisation and governance of family and asset-related issues
  • Succession planning
  • Proposals on strategic asset allocation (liquid and illiquid assets)
  • Highlighting various alternative scenarios considering individual requirements
  • Consideration of the economic, fiscal and legal framework
  • Development and continuous improvement of the risk/return structure including asset manager selection (beauty contest)
  • Development of a real estate or private equity strategy

Implementation, management and ongoing support

The implementation of the total wealth strategy and its associated measures clearly requires involvement of experts from other technical disciplines. In a “management of managers” role, we actively support you in selecting, co-ordinating and supervising the necessary external partners. Furthermore, our established and efficient risk management system ensures that we constantly monitor all potential risks for the client.

We also assume additional tasks on request

We are at your service, even beyond the mandate. If necessary, we take on basic co-ordination and support tasks when implementing investments, from contract negotiations in economic terms on your behalf to coordination of all requirements resulting from the management of your assets. In addition, we offer services including in particular management of correspondence, accounting and coordination with tax advisors, banks or investment partners.

Services:

  • Selection of suitable managers (beauty contest), investment instruments and their ongoing assessment (including implementation)
  • Organisation, preparation, execution and evaluation of client and investment committee meetings
  • Coordination of tax and legal issues
  • Risk analysis of individual portfolios and consolidated assets
  • Providing indicators to monitor portfolio risks (e.g. value-at-risk)
  • Risk management (e.g. establishing and maintaining guidelines)
  • Performance attribution analysis