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
Fund of funds solutions
Ongoing private fund of funds solutions focused on mix of alternatives or litigation finance asset class.
- Selection private fund (mix of alternatives)
- Litigation private fund (litigation financing only)
Strategies
Asset classes of alternative investments for your portfolio
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
- Unique Long/Short strategies
- And others
Who can benefit from these services
Explore the opportunities and ways of cooperation
High-net worth individuals | Family Offices | Fund of funds | Investment companies
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!
Fund of funds
If you build or run a fund of funds (FoF) the diversification is a key element of your approach, most probably. The FoF managers also usually cover more asset classes to their portfolio.
Many ways of cooperation are opening up before us. Consulting, external portfolio management of part of your portfolio or sharing the outcomes from our due diligences is only a sample how we can benefit together.
Investment companies
Portfolio managers of investment companies and funds have to cover all included asset classes and all aspects of the investments.
They welcome new opportunities how to refresh their investment portfolios. Joint due diligences, sharing the costs and/or analysis could be part of our cooperation as well.
Feel free to get in touch to find out more how we can enrich each other!