Investment Controlling/Reporting
 

Investment control is a service which enables you to manage and monitor the overall asset investment process on the basis of your specific requirements. A service that is highly beneficial to both private and institutional investors. Investment control is particularly useful if you have a diversified asset portfolio (securities, real estate, industrial holdings etc.) and also if you delegate your asset management to banks or third parties.

The professional investment controller is impartial and independent. He will give you support in the development of your investment strategy, awarding of your mandate, monitoring investment activity, including cost control and tailored reporting. In consultation with him you set your course according to your needs and circumstances.

Regular reporting enables you to track the status and development of your entire asset holding at all times. You are also in a position to understand and monitor the quality of your asset managers (banks, private asset management companies) and the risks they take.

The benefit to you is having your asset portfolio structured in the way that’s best for you in terms of risk and return. The clear, transparent cost analysis, the personal services of an impartial, professional consultant give you the reassurance that your assets are well managed, leaving you to spend your time on the really important things in life.

- Careful analysis of requirements without conflict of interests
- Tailored investment strategies
- Professional advice
- Maximum cost control
- Impartial risk and profit analysis
- Reporting tuned to your individual needs
- Targeted and effective enhancement measures

 
 


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