Why now?
The need for independent professional advice in the field of asset management is growing. Law and regulations make access to advice difficult and continue to increase the cost base for asset managers and investment advisors which leads to standardization. There is an increasing demand for real customization with, for example, specific needs for sustainability and an attractive cost-return ratio. Assets are often spread over different asset managers and asset categories like real estate, collections and private investments. An overview of the total financial asset position is usually lacking which makes optimal asset management difficult.
