Portfolio Management for Families, Family Offices, and Foundations
We take responsibility for your investments – structured, disciplined, and reliable. As a licensed capital management company (KVG), we provide portfolio management with foresight, expertise, and clear decision-making processes.
Individual Portfolio Management
Professional wealth management
High-net-worth families, family offices, and foundations face the challenge of not only preserving capital, but also strategically developing it across generations. Our regulated portfolio management makes that possible: compliant, professional management of complex assets – discreet, efficient, and tailored to your individual objectives. As an investment management company, we assume full portfolio management within the framework of a clearly defined mandate. This means we make independent and legally binding investment decisions – based on your investment guidelines, distribution plans, and governance requirements. At the same time, you always retain control: through advisory committees, reporting obligations, or veto rights for certain transactions.
Our goal is to build a portfolio with you that is robust – regulatory compliant, structurally sound, and stable in the long term. In doing so, we create a foundation that reduces risks, streamlines decision-making, and expands your scope for strategic wealth management. At the same time, you gain access to asset classes, structures, and partners beyond the traditional market. Regulated portfolio management not only creates transparency but also ensures clear allocation of responsibilities. For you, this means less operational effort, stronger governance, and a structured interaction between investment strategy, administration, and control – all with full discretion externally.
Our Services
- Development of a tailored portfolio strategy
- Assumption of portfolio management
- Ongoing monitoring and rebalancing
- Implementation of distribution plans and investment guidelines
- Integration of ESG criteria
- Risk management and liquidity control
- Digital reporting and performance analysis
- Assumption of all administrative tasks
- Coordination and oversight of external service providers
FAQ
In contrast to advisory services, the investment management company assumes active management and makes legally binding investment decisions – within the framework of your defined strategy.
Clients can exert influence through committees or defined co-determination models – with the specific design tailored individually.
The offering is aimed at professional and semi-professional investors – typically starting at volumes in the double-digit million range.
Through the investment management company’s institutionalized risk management, supported by digital control systems and structured reporting.
Portfolio management that eases your burden and strengthens your position
Delegating responsibility – gaining efficiency.
Gain structure, efficiency, and legal certainty through a portfolio management mandate. We take over the entire portfolio management process: from strategic allocation and risk management to reporting. This relieves your workload, strengthens control, and ensures full transparency.
Professional management – with foresight and structure.
Our clients not only gain access to institutional asset classes but also to clearly structured decision-making processes. This enables the effective integration of governance, distribution, and ESG requirements. The resilt: a portfolio that is strategically impactful, regulatorily sound - and individually tailored,
Would you like to place your portfolio in experienced hands?
Why choose us
- Strategic relief – Taking on professional responsibility with full transparency
- Tailored management – Individual allocation models aligned with objectives, risks, and distribution logic
- Access to institutional markets – Professional implementation of investment strategies in private markets and real assets
- Clear governance – Management through defined committees, veto rights, or coordinated decision-making processes
- ESG integration – Incorporating individual sustainability criteria into strategy and execution
- Digital reporting – Ongoing analyses, clearly presented and available digitally at any time
- Experience & regulatory expertise – Know-how from family office services, structuring, and investment management company-experience
- Personal support – Dedicated contacts who know and accompany your portfolio
Your Contacts
