consultancy for institutional investors

Our clients and goals

  • we offer investment consulting services to domestic and international institutional investors
  • we want to create real value-added for our clients, a true ‚Delta‘

Our expertise

  • we know Asset Managers and their products from inside-out, based on own professional responsibilities with various firms
  • there we were responsible for the development of asset management products, managed portfolios, compiled RfPs for institutional clients, and designed fee structures. Today we share these experiences with our clients

Our approach

  • as a small but dedicated consulting business, we do not offer advice 'from the shelf'. Together with our clients, we develop solutions and answers to the questions they actually have
  • upon request we will also support clients with the implementation of our proposals

Our philosophy

  • we work for each client exclusively, and we think medium- to long-term. We view projects with new clients as investments for the future