- Portfolio analysis
- Real estate services
- Asset, liquidity, and retirement planning
- Legal, foundations, trusts
We publish our quarterly market commentary in order to discuss the most important current political and macroeconomic issues. We explain economic correlations and try to give interested readers an insight into the world of financial markets.
We also occasionally publish commentaries on specific issues in various economic journals.
Portfolio optimisation is worth the trouble
We will gladly analyse and investigate how your portfolio can be improved and uncover hidden costs. Whether diversification strategies, risk management or cost optimisation, we will support you with your decisions by means of our free and non-binding portfolio analysis!
Our services for you:
- Optimisation suggestions for the existing portfolio
- We will personally discuss the result of the portfolio check with you
- Analysis of your security portfolios (e.g. stocks, bonds, structured products, funds, certificates, currencies)
Real estate services
In all matters related to real estate purchase, sales, or financing, we are here for you. With us, you can easily take advantage of a network of real estate agents, numerous financing opportunities, and insurance specialists and have your real estate portfolio organised from a single source. We specialise in both commercial investment properties and commercial properties as well as in private real properties and mortgages.
Asset, liquidity, and retirement planning
Strategic asset planning is essential, unless you want to leave your economic future at the mercy of luck. Supported by state-of-the-art software, we analyse the state of your entire company as well as your private income, tax, liquidity, and assets. Together with you, we plan your financial future and security in order to create peace and certainty.
- Suitable for institutional and private investors
- Long-term solution approaches
- Extensive optimisation options for each asset
The total spectrum
Contact person in various legal matters
You can contact us with various legal matters. We will contact the best firms and companies to take over the sometimes complex legal evaluations for you. We ourselves carry out the coordination work and collaborate with our partners to create a customised solution for succession planning as well as the establishment of foundations and trusts. Therefore, you not only benefit from our excellent relationships and selection procedures, but can also receive the best results from us in a simple and comprehensible manner.
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We look forward to hearing from you and to presenting our customised consulting offers. Contact us.
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