Only a proper analysis of the existing total wealth allows for an adequate individualised solution

• Transparency of all important components of total wealth:
  • Direct holdings / ownership stakes in businesses
  • Real Estate
  • Liquid investments
• Planned and estimated cash flows from assets and liabilities
• Time horizon and investment motives

An analysis of current risk exposures of assets and liabilities which gives an overall view of

• Net Asset Value
• Volatility of Net Asset Value
• Required ROE
• Value-at-Risk

Determination of the optimal investment solution for the „stay rich“ portfolio

Preconditions:

• Need of flexibility in asset classes, breadth of assets and investment instruments within asset classes
• Analysis of current setup, investment processes, and decision structures to eliminate weaknesses
• Clear governance structures
• Create capabilities for an integral risk and performance management
• Up-front investment needed and change of structural set-up may be required

Overcome your operational constraints and the lack of internal resources, bring in a fresh view to make your organisation stronger to succeed in a challenging environment.

You can leverage the skills and know how of an external expert (OCIO) and arrive at a customised bespoke solution in all dimensions of investment management front to back.

We offer an independent external assessment of the strengths and resources of your organisation. An in depth evaluation of your investment approach, strategies and investment processes front to back offers insights for potential adjustments, including a review of skill sets of internal staff, infrastructure and service providers.

Ensure faster implementation of decisions and move your organisation ahead by integrating the expertise which works alongside your staff.

We support our client in the development of tailored innovative state-of-the-art investment strategies. Changes in the market environment need new investment approaches in all asset classes. // What has worked may not work in the future. Skill needs to replace luck as the driving force for superior performance, the intelligent use of computing power and tools lead to repeatable excellent results. // Strong and innovative risk management solutions help to leverage insights in portfolios and control of unwanted or unintended bets.

Our services for illiquid assets are driven by the necessity to overcome some of the peculiarities of these assets and to get transparency of their returns and risks, stand alone as well as from a total wealth view.

• Valuation: We determine the value of direct holdings and ownership stakes in businesses in the analysis of total wealth as well as in ownership changes.
• Market Price Risk: We derive estimates for the market price risk of illiquid assets and portfolios such investments. We run simulations and stress tests for total wealth and its components.
• Transfer Pricing Studies: The intercompany pricing is a challenging issue for many businesses. To avoid that transfer pricing strategies are the subject of unwanted controversy we provide TP services to make sure that the pricing strategy and execution are fit for purpose.