Strategic Investment Consulting Conceptual Consulting

Conceptual Consulting

Work with us to define the framework conditions for the management of your assets. 

Our conceptual consulting will help you define the framework conditions for targeted and responsible asset management.

Investment Regulations

As a core management tool, the investment regulations are prescriptive. They encompass risk monitoring, implementation of the investment philosophy, and reporting and controlling.

Our Consulting Services

Our strategic advisory team makes it easier for you to accurately formulate investment regulations and clarifies any significant risks involved in implementing them. This leaves you safe in the knowledge that the specific framework conditions of your pension fund are being taken into account in an appropriate manner. And because collaboration with the board of trustees is central to the successful definition of investment regulations, we also provide you with a personal consultation.

Personalized Advice

Team Strategic Investment Consulting

We are your partner and would be happy to arrange a consultation with you.

Contact us by phone at +41 (0)44 332 32 18 or speak directly to the advisor in your region.