As a Family Office, we know the securities controlling trade and have experience in the appointment of external asset managers.
You have decided to have your assets managed by several asset managers or banks. This decision should be continued consistently. The next step that needs to be taken is to compare and assess the services of the individual asset managers.
We examine compliance with your risk specifications and check whether banks have pocketed hidden costs and whether securities transactions were settled correctly.
It is also our job to analyze the performance origin of the mandated asset managers in detail. How is their performance to be assessed with regard to the risk taken? Does an asset manager take risks that are too high in order to achieve a revenue target?
Our analysis of the performance sources makes the performance of different managers visible and thus comparable. This promotes competition in your interest.