Advisory 

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 and analytics.

Our clients can benefit from expert advice in the areas of:

  • Asset allocation
  • Risk management
  • Portfolio construction
  • Insurance solutions and advisory
  • Alternatives
  • Holistic investment advice, a modular combination of the above, and
  • Asset-life and pension solutions.
  • Outcome-oriented: We always start by clearly defining the investment objectives together with the client. We take the client’s perspective when evaluating investment challenges and opportunities.
  • Customized: Our advice reflects 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 chain. We take into account implementation considerations and give practical rather 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 improvement.




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