Employees
The most important asset of every company is its employees. High-quality services can only be provided with motivated and well-trained employees. We attach particular importance to personnel development in the form of training and further education. The majority of our employees have completed specialist and federally recognized courses. Industry courses are attended throughout the year. The newly acquired know-how is continuously shared thanks to our internally promoted knowledge transfer.
Standards
We consistently comply with the legal conditions and applicable professional standards. Tax planning and optimization are used in the interests of the customer within the legal scope of discretion.
Best practice
The methods and processes we use are continuously reviewed and, if necessary, adapted to the latest and “best practice” procedures in the industry.
4-eyes principle
All important work results such as annual financial statements or tax returns are carried out by a professionally qualified person and subjected to an additional review by another employee (at least 4-eyes principle).
Expert network
We only carry out special services if we have the internal knowledge and wealth of experience. If necessary, we bring in proven experts from our network.
Personal customer service
Personal customer service is important to us and part of our philosophy. If it is urgent and your personal contact is not available, a deputy will also know and can help you.
Data security
We want your data to receive the highest possible level of protection. For this reason, when hosting our entire IT infrastructure, we rely on a proven Swiss IT partner who knows the requirements of our industry very well. All information is managed in a modern and multiple (redundant) secured data center in Zug.
Clear cooperation
In certain cases, such as impending conflicts of interest or problematic business models of the customer, we will refuse to accept the mandate.
Focused
We can't do anything else, but we can do this pretty well.
Our focus is on the independent analysis, evaluation, recommendation and brokerage of closed-end investment funds. We carefully examine the providers operating on the market and their promising products in order to give our customers access to a selection of the best closed-end investment funds.
Responsible
Our customers invest with the aim of preserving value and generating continuous returns. We are committed to providing real added value and fully earning our customers’ trust. We see it as our duty to provide our customers with comprehensive information and to serve as a reliable, independent source. We are also available to our customers at all times and support them in every situation.
Market Leader
There is currently no other independent consulting and brokerage company on the market that operates with the same concentration, determination and comparable success. Despite the general industry trend, we have grown strongly in recent years. We currently manage a total investment volume of over 125 million euros. We still see considerable development potential and are also steadily gaining importance in new customer groups.