Asset Management Consulting
We support wealthy families and institutions in building, monitoring and adjusting their investment portfolio.
Your Strategic Asset Allocation (SAA)
Analysing and defining the different asset classes (equities, bonds, private equity...) in line with your knowledge, objectives and expected returns.
Your financial partners
The selection of your managers is, alongside the SAA, one of the decisive factors in achieving your objectives.
Monitoring
Support in reviewing reports from your wealth managers, pragmatic advice regarding tactical asset allocation (TAA) and new market developments.
Options
External advisor
or independent board member
Guiding and advising the Board of Directors and the Investment Committee in the start-up and monitoring of the investment portfolio(s).
Ad hoc consulting
Tailored review, market analysis or workshop to gain insights and translate them into action.
Pricing
Introductory meeting
First contact to listen and map out needs
Free
Consulting
Invoiced based on hours worked at a fixed hourly rate
185 EUR/hour*
* The hourly rate includes 21% VAT and covers travel costs, correspondence, printing, etc. A minimum of 2 hours is charged. Thereafter, any period exceeding 30 minutes is billed as 1 hour.
