Strategic Consulting in Wealth Management
Strategic Consulting in Wealth Management
Where scientific evidence meets decades of experience.
Services
Services
Chairing of Investment Committees
Whether for pension funds or foundations: Based on decades of experience in the management of units in research, portfolio management and corresponding decision-making bodies, we support your institution in the implementation and monitoring of wealth management.
Process Development
Concentrated portfolios or intense trading are not wrong per se – if you understand the needs of the client. We support you in developing an advisory process that addresses the true goals and needs of your clients and thus maximizes their long-term satisfaction.
Product Development
New investment solutions must always be critically examined – preferably by external experts who are not emotionally involved. Based on own experience and over 1,000 personal interviews with leading fund managers, we support you in the process of developing successful investment solutions.
Integration of Sustainability
Sustainable investing should lead to better investment performance in the long term. In addition to the careful use of our natural resources, social aspects and corporate governance must also be taken into account. We support you in credibly integrating sustainability into your investment process.
Philosophy
Philosophy
Based on science, comparing with own experiences, implementing pragmatically!
About
About
Since 1995 in leading positions in research, asset management and portfolio consulting and co-founder of the financial information platform fundinfo (today FE fundinfo).
