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Institutional Clients
Professional investment solutions for foundations, pension funds, and corporations.
We offer foundations, pension funds, and corporations bespoke wealth management and strategic advisory. With clear processes, scientifically founded analysis, and cost-efficient implementation, we accompany you from investment strategy through implementation to continuous monitoring. Our consolidated reporting provides you with a complete overview. Independent, without our own products, and without retrocessions.
We implement your investment strategy cost-efficiently and index-based – with structured processes, transparent reporting, and institutional standards. For specialized asset categories such as private market investments and alternative investments, we independently select the best managers. Our scientifically grounded approach has proven itself over decades.
We accompany you as a sparring partner in strategic decisions regarding investment strategy, portfolio structuring, and governance issues. With thorough analysis, scenarios, and stress tests, we support your investment committee in decision-making – scientifically founded and practically implemented.
We consolidate your assets across different managers and asset classes – including private market investments – and provide you with a complete overview. Our reporting delivers transparent insights into costs, positions, and performance at all times – with the documentation that institutional mandates require.
We analyse your current asset structure independently: Does the portfolio allocation align with your strategy? Are the costs in line with the market? Is the manager selection optimal? You receive a well-founded assessment with concrete options for action – transparent and non-binding.