Tailored Investment Strategies
We develop solutions for banks, institutional investors, family offices and high-net-worth private individuals — with a commitment to delivering excellent results and the highest standards of discretion.
Expertise for All Investors
Our solutions address the specific regulatory, tax and return requirements of each investor group.
Custodian Banks
Credit institutions face a structural conflict of objectives when managing their proprietary investments: interest margins are declining, regulatory requirements are increasing, and pressure on the profitability of the custody account is continuously growing. We develop investment strategies that align returns, regulatory requirements and balance sheet structures.
Typical Challenges
Institutional Clients
Insurance companies, pension funds, pension schemes and foundations are subject to strict regulatory investment requirements and need to ensure that their long-term liabilities are reliably supported by investment returns. Our approach combines asset-liability management with robust portfolio construction.
Typical Challenges
Family Offices
Family offices are responsible for preserving and growing family wealth over generations. This requires more than generating returns: wealth preservation, tax efficiency, succession planning and the integration of illiquid asset classes are equally important.
Typical Challenges
Governance structures that balance family interests and professional management, tax optimisation across jurisdictions and the integration of business holdings into the overall wealth portfolio
Private Clients
High-net-worth private individuals with investable assets of EUR 5 million or more gain access to institutional terms, exclusive investment strategies and a level of service that extends far beyond traditional private banking.
Typical Challenges
Concentration risks following business sales, access to alternative investments, tax optimisation, discretion and a reliable point of contact across market cycles
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Custodian Banks
Credit institutions face a structural conflict of objectives when managing their proprietary investments: interest margins are declining, regulatory requirements are increasing, and pressure on the profitability of the custody account is continuously growing. We develop investment strategies that align returns, regulatory requirements and balance sheet structures.
The after-effects of the low-interest-rate environment on existing portfolios, increasing risk weights under CRR III, valuation requirements under German GAAP (HGB) and the need to achieve target returns
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Institutional Clients
Insurance companies, pension funds, pension schemes and foundations are subject to strict regulatory investment requirements and need to ensure that their long-term liabilities are reliably supported by investment returns. Our approach combines asset-liability management with robust portfolio construction.
Liability duration matching, Solvency II capital requirements, and preservation of real purchasing power for foundations with distribution obligations
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Family Offices
Family offices are responsible for preserving and growing family wealth over generations. This requires more than generating returns: wealth preservation, tax efficiency, succession planning and the integration of illiquid asset classes are equally important.
Governance-Strukturen zwischen Familieninteressen und professioneller Verwaltung, steuerliche Optimierung über Jurisdiktionen hinweg, Integration von Unternehmensbeteiligungen ins Gesamtvermögen
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Private Clients
High-net-worth private individuals with investable assets of EUR 5 million or more gain access to institutional terms, exclusive investment strategies and a level of service that extends far beyond traditional private banking.
Concentration risks following business sales, access to alternative investments, tax optimisation, discretion and a reliable point of contact across market cycles
