SERVICES & SOLUTIONS

RISK MANAGEMENT & INSURANCE

Avoiding risk is sometimes an error, failing to consider risk is always a mistake.
Risk management is more than buying life insurance. Risk management needs to be incorporated in any wealth strategy, including active management of assets and liabilities, income and expenses, and cash flow. With greater affluence comes increased exposure to potential liabilities. Based on our clients´ objectives, personal strategies, stress testing and simulations, we develop contingency plans and individual solutions to protect assets and provide a desired degree of security.

INVESTMENT FUND ADVISORY & MANAGEMENT

We design solutions to provide clients with ultimate control of their assets. Fund structures also provide opportunities to optimize costs, taxes, transaction fees and banking charges. They are appropriate instruments to solve inheritance and succession issues.

After defining the key points, such as the choice of jurisdiction, investment objectives and the country of registration, we take charge of all important aspects of setting up the fund acting as coordinator and single point of contact for clients.

We have developed innovative fund structures for investments in Middle Eastern Equities, Renewable Energy, Art, Commodities and Private Equity, Real Estate and Reits; including Multi-Manager Multi-Currency solutions.

CONTROLLING & GOVERNANCE

We provide clients with performance management and controlling services on demand in order to allow them to monitor progress of their company, their investments, and holdings continuously. Controlling services include a Navigation & Early Warning System comprising all asset classes (equities, bonds, alternative investment, commercial and private real estate, emotional values), as well as liabilities and cash-flow monitoring.
Speed and quality of information has become a key success factor. Our controlling service allows clients to seize opportunities and to control risks systematically. We provide liquidity planning and recommendation to increase cash flow and to reduce financial risks including audit-proven securities accounting.

PRIVATE EQUITY & CAPITAL MARKETS

Partners have successfully built up companies in various industries, engaged in Mergers & Acquisitions, and taken companies public. There are often specific pools of funds with surplus liquidity available and we can advise our clients how to structure transactions to access that preferential demand. This can be particularly useful during times when traditional financing routes such as public equity markets are all but closed. We structure the security packages to best match the company's and investor's risk/reward expectations, adapt it to the various local law jurisdictions, provide valuation and rating support, and assist our clients in negotiating and documenting the transactions.