Strategic wealth advisory for private individuals, families, businesses and institutional investors; analysis of the overall situation, definition of the investment strategy, development of investment regulations and selection of asset managers.
Investment controlling
Investment controlling with monitoring of the investment process, performance and risk analysis, review of investment guidelines, liquidity management and benchmarking against peer groups.
Wealth consolidation / Reporting
Wealth consolidation across multiple custodian banks and asset managers, needs-based reporting, consistent KPIs and integration of real estate, art and jewellery.
Securities accounting
Securities accounting for foundations and institutional investors, including evaluation of the data recorded in investment controlling and accounting required by law.
Trust services / Taxes
Trust and tax services for private individuals and businesses; tax planning, tax returns, payment services, business accounting, financial statements, VAT reporting and estate planning.
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