Financial advice

• Investments
• Insurance
• Investment policy
• Allocation advice at meetings of boards of directors and investment committees
• Advisor in connection with procurement procedures

Investments: The asset categories with which the company work are fixed-interest investments, unit trusts, hedge funds, structured products and property investments.

Insurance: The company offers advice and brokerage services regarding life insurance products including pension plans and endowment insurance policies.

Investment policy: Our advisory assignments occasionally involve helping clients establish investment procedures or modifying existing ones.

Allocation advice: We support our clients with ongoing allocation advice and analysis of market conditions. This entails us being available to provide additional support and act as a sounding board for investment committees and boards of directors.

Advisor in connection with procurement procedures: Support and advice in connection with procurement of structured products, procurement of discretionary asset management mandates and procurement of administrative services such as foundation management.

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