To support our clients in achieving their overall investment goals, we act as a strategic partner
offering advisory services and solutions that are custom-made and outcome-oriented. We strive to provide
innovative solutions that deliver value-adding investment outcomes for our clients.
Our clients can draw on the expertise of more than 50 professional investment advisors
and quantitative analysts.
We combine global expertise with local
know-how, with teams of regional experts being supported by a global hub for research
Our clients can benefit from expert advice in the areas of:
Insurance solutions and advisory
Holistic investment advice, a modular
combination of the above, and
Asset-life and pension solutions.
Outcome-oriented: We always start by clearly defining the
objectives together with the client. We take the client’s
perspective when evaluating investment challenges and opportunities.
Customized: Our advice
the unique situation of the client and our solutions are
tailored to each client’s investment objectives. New solution
development always starts with a specific client request.
Holistic: We take a whole
portfolio perspective and can cover the entire investment value
We take into account implementation considerations and give practical
than theoretical advice.
Well-founded: Our approach is
firmly grounded in thorough analysis, state-of-the-art quantitative
methods and best practice. We invest in proprietary tools and continuous