Our Offering

Discovery

You are looking for Real Estate, Properties or Financial Assets which are right for you. And you are frustrated that the provider you contacted only offers his own set of assets.

It is not always easy to find the best fit within the wide range of opportunities. We listen to you and create your personal search profile. And we support you in finding the right assets matching your profile and connect you with the appropriate providers.

Monitoring

Owning a Private Asset Portfolio can become a challenge even if the single assets are managed by dedicated service providers.

We have developed tools helping to catalogue your assets and to allow for a comprehensive overview. This way you can monitor your complete Private Asset Portfolio and gain an understanding whether anything is missing or out of bounds. Alerts can be generated in case thresholds are exceeded.

Reporting

You do not want to monitor your Private Asset Portfolio by yourself?

We provide monthly reporting based on agreed formats. This way you have the needed information at your fingertips and will never loose the overview or miss out on important actions.