Using the financial expertise of the entire team in the field of investments, asset management, private banking & corporate banking and corporate finance, the following services are offered:
- Independent advice on the investment strategy to be followed
- Second opinion regarding proposals formulated by the asset managers / private banks
- Benchmarking & reporting on the returns / investment proposals
- Screening of alternative investment formulas or proposals
At the request of the client, we also take on the role of contact person of the financial advisers (asset managers / private banks / notary / ...). Where necessary, we can also take on the coordination of other specialists (tax specialists / lawyers / ...). However, the responsibility for the chosen investment strategy always lies with the client. Full discretion is guaranteed of course.
What is it not?
- Asset management and / or individual advice on investments
- Offering own or third-party products