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Institutional Consulting

Professional Advice Across All Asset Classes

Managing large-scale assets is a complex undertaking. That is why we help institutional investors spot opportunities early, manage risks strategically and future-proof their portfolios. Based on our years of experience and our proprietary research and analysis tools, we optimize sophisticated investment structures.

Benefit from a consulting approach that combines independence and impartiality with flexibility and in-depth market knowledge. We cover all asset classes – from equities to bonds, real estate and private markets.

Benefit from Our Services

Our professional consulting covers all areas of institutional investing, including asset allocation, asset liability management (ALM), manager selection, controlling and reporting, and sustainability criteria. Clearly structured memos summarize all the key information for you and ensure full transparency.

Your contact

Contact us to learn more about how we can support you with our institutional consulting services.

Andreas Schölzel
Managing Director, Institutional Clients