Institutional investment advisory services

Short description

ACTIVITY - monitoring, controlling, and optimizing the investments to improve performance, limit risks, reduce management costs and increase the transparency of investments for professional and institutional investors, especially pension funds. MARKET - focus on bigger prospects, new regions, and new clients such as family offices and charitable foundations International attractiveness: - can serve European institutional clients with legal constraints and adjustments - can be used to access Swiss pension funds for other services companies Strengths: High barriers to entry (specialized expertise). Proprietary applications. Excellent reputation

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