The core activity of Plutos21 is advising wealth managers on strategic and financial matters as well as distributing investment solutions across all asset classes, private equity and debt deals.
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Industry:Financial Services
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Advisory for wealth managers on strategic and financial matters; development of investment strategies, portfolio solutions, theme investments as well as research, risk analyses and portfolio optimization.
Investment solutions and asset management
Asset management products and partnerships, investment strategies and portfolio solutions, theme investments and trends across different asset classes, private equity and debt deals.
Investment solution
Research and risk analyses, valuation of securities, portfolio optimization, risk management, sustainable investments, as well as suitability and recommendation.
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