Fonds Advisory

Always being invested in line with current market expectations, quickly and efficiently adapting your fund to new market situations and actively monitoring investment risks are the key components of our fund advisory service.

With a fund advisory mandate, we actively support you in investing your fund portfolio in accordance with the defined investment guidelines. We make ongoing recommendations to the fund manager regarding market opportunities at asset class and individual single stock level as well as the orientation of your fund.

We endeavour to ensure that your fund benefits to an above-average level from the opportunities offered by the capital markets - with a moderate risk appetite and a long-term investment horizon. Our three key factors are active asset allocation management, successful stock selection and ongoing risk management.

When selecting securities, we rely on an open product platform. This gives you the guarantee that we will put together the ideal solution for you from the broad spectrum of leading financial instruments.

In order to assess and manage the risk of your investment strategy, we operate an effective risk management system. For us, effective risk management means identifying and analysing risks. This allows us to react selectively if necessary.

The partnership begins with the definition of a suitable strategy and after you have appointed us as fund advisor towards the investment company.