FOR PRIVATE CLIENTS
Strategic asset advisory services
We offer a comprehensive and diverse range of asset management services. As an independent, owner-managed financial boutique, we place importance on maintaining a direct relationship with the clients and providing personal advice. We function like a family office: We are your contact for all your financial questions, and we have a network of expert partners that we draw on for you as required.
At a glance:
- Holistic asset advisory and planning services
(bankable/non-bankable) - Analysis and matching of the asset, currency and securities allocation to the desired risk structure of your portfolio
- Liquidity and financial planning taking private market investments, real estate and other illiquid assets into consideration
- Strategic advice on selecting a “suitable” partner bank
- Generation of individual financial and succession solutions
Asset management
As a client of Asset Management Partners AG, we provide you with individual advice. So you can be rest assured that your investment portfolio is perfectly tailored to your particular wishes, needs and options. Thanks to our direct access to the private market, a whole world of additional attractive investment and diversification opportunities is open to you.
At a glance:
- Individual strategic asset allocation
- Portfolio diversification with traditional investments, listed alternative investments and private market investments
- Unique opportunities to access private market investments
- Open architecture access to financial products
(best-in-class approach)
FOR INSTITUTIONAL CLIENTS
Strategic asset advisory services
From in-depth analysis and liquidity and financial planning through to composition and adjustment of portfolios according to the individually desired risk structure: Our service offering is large, personal advice goes without saying. We function like a family office: As a contact with a network of expert partners that we draw on as required.
At a glance:
- Pension fund analysis with an emphasis on asset structure
- Liquidity and financial planning taking private market investments, real estate and other illiquid assets into consideration
- Analysis and matching of the asset, currency and securities allocation to the desired risk structure of the portfolio
- Strategic advice on selecting a “suitable” partner bank
Asset management
What goes for private clients also goes for institutional clients: personal advice and tailoring of the investment portfolio to meet individual wishes, requirements and restrictions. We can assume the management of all or part of your assets, as required. As an independent financial partner, we are one hundred percent there for you, our clients.
At a glance:
- Individual asset allocation matched to risk structure
- Strict adherence to the client's stated wishes and restrictions
- Full mandates or partial mandate for individual asset classes
- Independent implementation of asset allocation taking cost aspects (bank costs, product costs and retrocessions) into account