Our core services
Consultancy and management with vision and responsibility
In cooperation with our experienced partner, NFS Hamburg Assetswe offer bespoke investment strategies for investors who value professional guidance and transparent processes – independent of standard benchmarks and with a clear focus on individual goals.
- Customised investment strategies tailored to your personal goals
- Responsibility for investment recommendations in experienced hands
- Time relief through delegation of investment decisions
- Structured, comprehensible investment process
- Custody account management at a bank of your choice
- Transparent insight into transactions and portfolio developments
Clients that impose restrictions on wealth management strategies can challenge even the most professional wealth managers. That is why, together with NFS Hamburg Assets ,we have developed specialized investment strategies for clients affected by such constraints.
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You benefit from:
- direct coordination with the lead compliance departments in relation to trade pre-clearance, transaction reporting, etc.
- dynamic and actively managed portfolios
- the avoidance of conflicts of interest through the payment of any benefits received (kick-backs)
- Efficiently designed product costs
Investment advice
Our investment advice combines professional expertise with active participation by the investor - for well-founded, personal support in all strategic and tactical investment decisions in the portfolio.
You benefit from:
- Personal guidance in all investment decisions
- A structured framework for portfolio selection, analysis, and monitoring
- Active involvement of the investor in strategic and tactical decisions
- Exploitation of market opportunities and targeted risk management
- Integration of your own investment ideas into the portfolio
- Transparent, dialogue-oriented collaboration
- A flexible, collaborative advisory approach
Expanded range of services
One contact person. No detours.
We coordinate all processes and support you during implementation - both professionally and organisationally.
Exclusively for our clients
Where multiple banking relationships, asset classes, and points of contact converge, it is easy to lose track. With our controlling solution, we provide clarity and transparency – exclusively for clients who entrust us with the management of their portfolios.
Your added value at a glance:
- Comprehensive overview of your assets across all banks – up-to-date and accessible on the go
- Continuous monitoring of returns, risks, costs, and liquidity
- Clear, audience-tailored reports – for you, your family, or your family office
- Early identification of optimization opportunities and potential issues
Customized. Objective. Reliable. Our aim is to provide you with exactly the information you need for strategic asset management.
In addition to our own expertise, we provide you with access to a carefully selected network of specialists that we have built over many years. This enables us to support you comprehensively – regardless of the issue at hand – and to ensure the highest professional standards.
Our network includes, among others:
- Real estate agents
- Financing specialists
- Insurance experts for optimal protection of complex wealth situations
- Mediators to support generational and succession processes
- Investment bankers
- Art experts for the creation and management of art collections
- Foundation specialists
- Legal professionals for the structuring and safeguarding of your assets
- Tax advisors
If desired, we coordinate the entire process and guide you discreetly and efficiently from start to finish.
Entrust Responsibility. Preserve Wealth.
A structured wealth and succession planning is essential to safeguard financial assets over
the long term and ensure a smooth transfer – both privately and in business. We support
you with tailored solutions that place your personal, family, and business objectives at the
center.
Our services at a glance:
- Structuring complex assets
- Tax-optimized succession planning
- Design of gifts, wills, and foundation models
- Support with business succession
- International solutions for cross-border assets
- Coordination with tax and legal advisors
Independent. Discreet. Goal-oriented. Our advice is provided exclusively in your interest – without product sales or corporate ties. We offer clarity, structure, and a reliable basis for decision-making to secure your wealth over the long term.
Systematic financial planning to create structure. Prepare decisions.
Forward-looking financial planning helps to better structure wealth developments and
realistically assess financial room for maneuvering. We support our clients with
experience, a sense of proportion and a clear focus on the essentials.
What we can do:
- Fundamental analysis of asset and income structures
- Planning for typical scenarios such as retirement, succession or major investments
- Support in coordinating with tax or legal advisors
Neutral. Long-term. Holistic. Our financial planning is free from product interests. It is based on an independent analysis and aims to provide you with comprehensible and transparent information to help you make financial decisions.
Systematic financial planning to create structure. Prepare decisions. Forward-looking financial planning helps to better structure asset developments and realistically assess financial room for manoeuvre. We support our clients with experience, a sense of proportion and a clear focus on the essentials.
Our financial planning is free from product interests. It is based on an independent analysis and aims to provide you with comprehensible and transparent information to help you make financial decisions.
