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Finance & Investments

Supporting a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

01

Capital Markets Services

Our capital markets team are experts in management and administration services to securitisation, structured finance and alternative finance transactions across the globe. For cross-asset execution, a team of highly professional experienced traders helps you place your securities orders in all important asset classes. Our business model is based on independent advice embedded in long-term relationships coupled with a profound understanding of capital markets.

02

Asset Management

Based on a shared vision of what is important, mandates evolve into business relationships based on trust. Long-lasting and sustainable concepts are created for investment funds and for incorporating customized sustainability components into the client portfolios. We design tailor-made investment solutions for individual client groups that meet their specific regulatory and economic requirements. Our unique history gives us the insights and capabilities to manage global investments effectively.

03

Investment Management

We strives to provide outstanding long-term investment performance, service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Our active management offers clients the opportunity to outperform passive portfolios over the course of market cycles. We aim to do this by taking on appropriate levels of risk and offering products and strategies at reasonable fees. The outlook for markets in the foreseeable future suggests returns are likely to be lower on a relative basis and more volatile than they have been in the past decade. In this environment, the value of active management could be crucial.

As a globally-trusted investment firm, we offer exceptional returns to our investors, pursued with uncompromising principles. We are a high-touch and detail-oriented team where people are our business. By taking away the day-to-day management of your client’s investments, you can concentrate on the one thing that built your reputation in the first place; offering the best advice to your clients. Whatever your client’s investment goals, our investment portfolios offer a dynamic and personalised service, and can be adapted quickly if their needs or circumstances change. 

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Your Benefits

Bringing it all together

  • Harmonization of Financial Systems
  • Improvement of Planning Cycles
  • Optimization of Reporting
  • Topics Related to Finance Analytics
  • Business Analyst
  • Investment
  • Property
  • Human Resources

Your Consultants

Simon Perez

Portfolio Manager

Ora Decker

Senior Advisor

Laura Fowler

Managing Director

Setsuko Huynh

Equity Junior Analyst

Related topics

Financial Services

Consulting for banks, insurance companies and financial service providers

Asset Management

Asset management specialised in fixed rate investments with high returns

Fixed Income

An investment approach focused on preserving capital and income

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