ACEBI Wealth GmbH is a family office that provides data-driven wealth management, risk analysis and performance attribution, combining institutional-grade quantitative methods with personalised client service for families and individuals with complex wealth.
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Industry:External Asset ManagementFamily Offices
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Wealth management & growth strategies for family capital preservation and sustainable growth across generations, using evidence-based investment objectives, data analytics, portfolio construction and scenario testing.
Risk Analysis & Intelligence
Risk analysis & intelligence for market, financial, geopolitical, macro, environmental and climate risks, including continuous monitoring, identification, measurement and mitigation of portfolio threats.
Analytics & Performance Attribution
Analytics & performance attribution with detailed reporting on holdings, return drivers, benchmark comparison, risk exposures and progress against Investment Policy Statement objectives.
Strategic Asset Allocation
Strategic asset allocation advice tailored to family circumstances, with dynamic, forward-looking allocation decisions based on market conditions, valuations, volatility, correlation and downside risk.
Alternative Investments Analysis
Alternative investments analysis for private equity, private credit, real estate and sustainable infrastructure, including due diligence and quantitative risk-return assessment within the total portfolio.
Tax-Efficient Structuring
Tax-efficient structuring in coordination with legal and tax advisers, using structures such as Family Investment Companies and trusts to reduce tax leakage and support succession goals.
Estate & Succession Planning
Estate & succession planning with quantitative analysis of intergenerational wealth transfer, succession structures, wills and governance arrangements for smooth wealth transition.
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