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Services

We serve a wide range of clients, including family offices/private wealth holders, foundations and pension funds, typically interested in achieving a combination of financial, risk management and impact goals. Clients also include business associations, governmental and non-governmental organizations. We provide both strategy consulting and implementation services (please refer to our disclaimer) including:

Strategy

  • Strategies for foundations and family offices aimed at achieving both financial and impact goals
  • Investment strategies in line with the client’s risk, return and values profile
  • Active ownership strategies and processes (proxy voting and engagement)

Governance, internal processes

  • Investment governance and organizational frameworks (incl. drafting of all guiding policies and documents)
  • Integration of impact and ESG criteria in internal decision-making processes
  • Training (incl. sessions for principals and next-gens) and team building

Selection of partners, banks, asset managers

  • Partner organisation, bank and manager selection processes*
  • Global universes, long- and shortlists for managers in specific asset classes*
  • Due diligence of single projects and investment strategies

Monitoring, reporting, other services

  • Monitoring of partner organisations, managers, projects and investments
  • Integrated reporting systems, incl. non-financial information
  • Access to experts in the field of estate planning, real estate, tax and legal advice

*) relying on our proprietary databases and rating systems covering over 1’000 asset managers and 10’000 investment strategies