Independent Consulting throughout the Investment Process.

Focused Project Management for bespoken Solutions.

« Tous les événements sont enchaînés dans le meilleurs des mondes possibles; .... - Cela es bien dit, répondit Candide, mais il faut cultiver notre jardin. » Voltaire, 1694-1778

There are no miracles in the financial industry. But you can consciously opt for a sustainable strategy, and implement it effectively - free of conflicts of interests. I can help you. I'm independent.

I address myself to
  • decision takers of the assets of a foundation, pension fund or a trust.
  • owners of private wealth. (e.g. from the sale of a firm or by inheritance)
  • family offices.
  • law firms.
  • trust companies.
I offer
  • efficient organization of your investment process.
  • active participation in your Investment Committee or your Board.
  • an independent voice in the selection of a custodian or an asset manager.
  • writing of relevant documents (e.g. investment guidelines, annual reports).
  • market study
  • business plan
  • structured project management.

independent – experienced – solution oriented

 

Cuénod - Beratung & Projektführung, CH-8703 Erlenbach, ZH | +41 44 79 617 86 56

MWST-Nummer: CHE-391.463.849 MWST

Disclaimer: The information provided in our webpage is researched and selected to the best of our knowledge and belief. The use of the information provided, in particular the  links to 3rd party webpages, occurs at your own risk.