Investors are faced with a number of challenges. Very few are large and experienced enough to manage these completely independently. There is no lack of advisors and service providers offering support. The difficulty lies in choosing the right partner from this huge selection. Exaggerated performance promises, hidden conflicts of interest or intransparent remuneration models are just some of the stumbling blocks.

As a management consultant, we have a clear view from inside the financial services market. This allows us to realistically assess the service offers of various providers as well as their strengths and weaknesses. Our experience in asset management means that we are well aware of the requirements of portfolio managers and investors. By independently and transparently combining these perspectives without any conflicts of interest, we offer investors tangible added value when structuring and implementing their investment processes.

Advising private investors

Typical questions in which we support private investors:

  • How do I define an investment strategy?

  • How do I structure a professional investment and risk management process?

  • Who can assist me with strategic and tactical asset allocation?

  • What activities should I/we take over ourselves and which should be assigned to third parties?

  • How can I find and select an appropriate service provider?

  • How can I access interesting direct investments?

  • How is a specific investment valued (esp. illiquid assets)?

  • How can I connect with other private investors?

Advising private investors

Typical questions in which we support private investors:

  • How do I define an investment strategy?

  • How do I structure a professional investment and risk management process?

  • Who can assist me with strategic and tactical asset allocation?

  • What activities should I/we take over ourselves and which should be assigned to third parties?

  • How can I find and select an appropriate service provider?

  • How can I access interesting direct investments?

  • How is a specific investment valued (esp. illiquid assets)?

  • How can I connect with other private investors?

Advising institutional investors

Stratfields – Investorenberatung

Questions that we often tackle, especially when advising smaller and medium-sized institutional investors:

  • How do I find the right balance between the stakeholders’ yield requirements and the current risk/return profiles on the market?

  • How can I reach agreement on the right investment objectives with my stakeholders to effectively manage expectations?

  • On which core competencies should I focus with my existing staffing level and my cost budget and what should I outsource to whom and how?

  • How can our investment and risk management process be further improved?

  • How can I find attractive investment opportunities and how can I choose the right investment for us from the wide range of offers?

  • How can we get involved in alternative asset classes despite our limited resources without taking too big of a risk?

  • How can we improve our networking with other investors even further?

Management and
entrepreneur consulting

Alternative
investment solutions

Investment
business

Contact

We rely on trust and therefore early personal contact.

We look forward to hearing from you.