Services

The scope of services in the field of alternatives

Advisory and Consulting

Specialized Alternative Investments advisory services and consulting with focus on unique and niche asset classes.

  • Individual approach
  • Direct investments based on the client´s requirements
  • Portfolio assessment

Portfolio Management

External portfolio management for companies, trusts, family offices, private funds or other investment vehicles.

  • Due Diligences
  • Fees & conditions negotiation
  • Monitoring & reporting
  • Trusts & Estate Planning

Fund of funds solutions

Ongoing private fund of funds solutions focused on mix of alternatives or niche asset class.

  • Selection private fund (mix of alternatives)
  • Niche asset classes opportunities

Strategies

Asset classes of alternative investments for your portfolio

Litigation Financing
Life Settlements
Catastrophe Reinsurance
Private Equity

The Alternative Investments universe covers a few niche and specific asset classes which are attracted more and more attention by sophisticated investors. Some of them are:

  • Litigation Financing
  • Life Settlements
  • Catastrophe Reinsurance
  • Private Equity
  • Farmland & Timberland
  • Royalties
  • And many others

Who can benefit from these services

Explore the opportunities and ways of cooperation

High-Net-Worth Individuals

Based on The Motley Fool article HNWIs (investors with net worth of at least $1m) allocate 26% of assets to alternative investments. Surprisingly, Ultra-high-net worth individuals (those with net worth of at least $30m) allocate 50% to alternatives! The more wealthy investor the more of their portfolios are weighted towards the alternative investments.

Learn more about how you can enrich your investment portfolio. Uncorrelated strategies help to achieve better returns with lower risk of the total portfolio.

Family Offices

Single Family Office advisors have a challenge to manage a full portfolio of their clients. They need to take into consideration all aspects of the investments such as legal, tax and operating consequences. Usually their focus is on different assets, e.g. stocks, bonds, real estates or private equity.

Helping navigate them in the niche alternative investments asset classes really work. Alternative investments are perfect for this, you just need to have an overview of suitable investment opportunities. Explore them!

Investment companies

If you manage a fund of funds (FoF) or an investment company, diversification and comprehensive coverage of asset classes are likely key elements of your approach.

Collaboration opportunities include consulting, portfolio management, joint due diligence, and sharing insights to enhance your investments. Explore how we can create value together!