• Examination of assets, investment processes, compliance and relationship management concerning requirements of Family Offices
  • Validation of the attractiveness of the product portfolio and product pipeline in regard to the Family Offices
  • Market and competition analysis in the German-speaking region.
  • Strategic consultation regarding the product and service portfolio as well as the development of concrete business cases
  • Development of marketing strategies for (semi-) institutional investor segments, especially Family Offices

Note: Due to legal restrictions we are not allowed to provide all services, hence we have established our comprehensive network of partners.