At a glance

• Asset Manager Selection for institutional investors (pension funds, trusts, insurance companies, companies, etc.) and private investors (private investors, family offices, UHNWI)
• Transparent selection and due diligence of asset managers following the best institutional practice and governance and the principle of an open and free competition and the equal treatment of all participants.
• Proven experts and great expertise in all asset classes such as equities, bonds (government and corporate bonds), mixed mandates, real estate and alternative investments such as hedge funds, commodities, private equity, insurance-linked securities, etc.
• Long-standing practical experience through successfully concluded public invitations to tender in accordance with Swiss law and international standards (e.g. WTO Agreement on Government Procurement GPA)
• Combined expertise in economic and legal aspects of asset management, global custody (custodian bank), investment management, etc.
• Transparent benchmarking of tenders thanks to peer group comparisons
• Extensive knowledge of the financial industry as a result of our activity as investment consultant and investment controller
• Independence and strict avoidance of conflicts of interests