Your Own Fund

You are a private investor, an institutional investor, or a foundation, and you own substantial assets?

With our experience, we will develop a fund concept that is customized to your needs and wishes. Together with you, we will work out individual investment guidelines and we will, upon request, select the experts for your asset management. In addition, our Family Office is capable of taken over the professional controlling of the asset managers. It is also conceivable to incorporate your existing discretionary asset management mandates into such a fund solution.

We will accompany you on your journey to a fund of your own!

Benefits:

  • Implementation and adaptation of your personal investment criteria
  • Professional selection and control of the asset managers
  • Constant risk analysis and performance monitoring
  • A fund offers accounting benefits compared to an individual securities portfolio
  • Cost-efficient and cost-transparent