Managed Accounts
Tailor-made investment strategies as individual as the investors themselves.
The basis for all our customised solutions is a close, trusting relationship with our investors. And open, constructive cooperation.
Wiebke Kuhne
Managing Director · Head of Institutional Clients – Germany & Austria
From establishment to portfolio construction: comprehensive 360° range of services in good hands.
Institutional investors need the full range of services: with an experienced team of legal, tax and structuring experts, we support investors in building their managed account. We provide support in selecting the best possible investment vehicle, taking into account the regulatory framework. Our investment team has many years of direct investment expertise and develops individual strategies across all investment instruments. Individual investor reporting shows how successfully the portfolio is performing.
Managed accounts in three steps:
Defining the investment strategy
Together, we define the segments, regions and particular years in which you intend to invest and decide which investment styles and types are best suited to these.
Defining the target allocation
Together with you, we first determine the number of funds and investments as well as the respective volumes you wish to invest and then select the appropriate fund managers and instruments.
Structured portfolio building
After defining the pace of build-up and the respective volumes to be invested, we add secondaries and co/direct investments in order to control the pace of investment and where necessary, to top up the capital commitment.