Our services in the field of asset managament.
Holistic. Strategic. Structured.

Holistic instead of isolated asset management.

In collaboration with our cooperation partner, the asset accounting department of HQ Trust GmbH, we support you in controlling your investments and strategic asset management. Through close cooperation with selected partners in our network, we can best address your individual challenges and provide you with holistic support for your concerns.

Structured and strategically thought through.

A structured and strategically well-thought-out asset controlling system helps you to maintain an overview of your investments, identify risks in time and take advantage of opportunities at the right time. Thanks to our many years of experience in the field of asset controlling, we have the necessary expertise to provide you with the best possible support in this area based on your individual needs.
Asset Management

Our services at a glance.

Wealth Accounting and Consolidated Reporting for the Complete Wealth


Booking of all assets, returns, expenditures and transactions in a financial accounting system is the basis of a comprehensive investment controlling. Based on high quality wealth accounting, you receive a comprehensive and neutral view on the structure and the performance of your assets.

Performance Measurement and Manager Evaluation


Neutral measurement of the performance of single assets, asset classes and asset managers is the core value of wealth controlling. By delivering this, we make sure that you have all relevant information for a neutral judgement of the success of your investments and the evaluation of your asset managers.



A customized reporting including the specific needs of our clients makes available all relevant information necessary for a successful investment controlling. This enables you to react to risks and to make important and correct decisions based on sound data.


We look forward to getting to know you.

Ralph Haydu
Auditor and Tax Advisor
Oliver Bösen
Tax Advisor