Sounds familiar?
It is difficult to get advice…
- that is truly independent
- directly from a specialist
- matching my total financial assets position and objectives
- tailored precisely to my specific needs
- where the ratio cost-return makes sense
Bennuam makes asset management manageable
Bennuam makes asset management manageable
Bennuam is there for:
Asset Managers
Do you need an independent specialist?
- Temporary deployment or reorganization support
- Product development
- Set up or adjust investment processes
- ISAE3402 implementation or maintenance
- Temporary board member or director
- Additional expertise for your Investment Committee
- Asset management professional for your Supervisory Board
Family Offices
Additional support needed from an experienced asset management professional?
- Setting up an asset manager
- Product development
- Sounding board and expertise with respect to investment policy, products and processes
- Support with investment strategy
- Strategic asset allocation
- Impact analysis of developments in the economy and financial markets
- Making changes in the organization
Charities
Do you need help monitoring and evaluating your investment policy and objectives?
I can help
- To get more out of your assets
- Safeguard financial resources to realise objectives
- Line up your portfolio with your values
- Update your investment charter
- Protect your liquidity
- Line up costs with return objective(s)
Foundations
Are you on your own managing the assets of the foundation?
I can help
- With independent support to the board
- Reporting and monitoring
- To be in control
- Developing an investment charter
- Support the board with all stakeholders interaction
- Support with the implementation of investment decisions
Entrepreneurs
Do you need help with periodic monitoring and reviewing your investment portfolio?
I can help
- With better allocation of your time and focus
- Screen investment offerings
- With asset management expertise
- Support with implementation of your investment policy
- Provide an integrated report of your total assets including for example private investments and real estate
- Discussing economic outlook and developments in financial markets
Wealthy Individuals
A second opinion of an independent specialist in asset management?
I can help
- With a second opinion on your strategic portfolio or asset manager
- Selecting asset managers
- As a sound board for possible asset management solutions
- With periodic monitoring and evaluation
- Discussing economic outlook and developments in financial markets
- Gain and keep oversight of all your assets