Institutional clients

Independent asset management for institutional clients

We advise institutional clients such as banks, pension funds, foundations, and pension insurers, as well as all other institutions that prefer to use non-bank asset management services.

Owing to our long-standing practical experience in the field we have intimate knowledge of the requirements of institutional clients and the challenges that they face, and offer them a full range of asset management products as well as advisory services in specific asset classes such as bonds, alternative investments, and foreign currency products.

We have a long and successful track record in creating technical frameworks that suit even the most complex of investment objectives. Our expertise in risk management and in using state-of-the-art software applications help us to meet highly specialized reporting requirements and to achieve two results above all else: consistent returns, and planning security.

Portfolio Concept – Your professional partner in complex asset management.

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