Institutional Customers – Services
Comprehensive support is a sine qua non for us
Institutional Customers – Services Comprehensive support is a sine qua non for us

You entrust us with a tailor-made asset management mandate. Together we work out the investment strategy that is tailored to your needs. Your personal relationship manager actively monitors and manages your investments on an individual basis.

You take your own investment decisions and would like to have a partner with whom you can discuss all the aspects of financial investments. You expect to receive active advice and concrete recommendations. Your personal relationship manager acts always as your partner with focused opinions, comprehensive investment ideas and all the knowledge you need.

  • Discretionary portfolio management
  • Investment advice

Investment results will be reported periodically as per your requirements in a transparent and individualised way.

  • Portfolio statement
  • Performance measurement and analysis

For any questions regarding the underlying principles governing the conduct and regulatory issues, our in-house experts remain at your disposal. We usually start with an ALM analysis and the evaluation of the risk capacity and risk tolerance which then lead to the legally required investment regulations. You may liberally decide, whether you would like to delegate all or some aspects of the organisational tasks to our specialists.

  • ALM study
  • Risk capacity and risk tolerance
  • Investment regulations

The management and monitoring of an entire strategy relieves you of some aspects in the coordination and consolidation. We are equally delighted to support you in your role as trustees and/or members of an investment committee.

  • Overlay mandates with management and monitoring of the entire investment universe

Our range of services is completed by securities and foundation accounting. You can also delegate the responsibility for reclaiming taxes levied at source.

  • Securities and foundation accounting
  • Reclaiming taxes levied at source