The Investment Consultant is not only an investment advisor, but a risk manager and a performance analyst too.
We work for internationally oriented entrepreneurs, families, charities and family offices. The aim is always to improve existing investments or to initiate new ones. Measurably and focused on results. This is done in consultation with existing advisors such as trust companies, tax specialists, accountants, civil-law notaries and family offices.
Our clients have considerable assets (at least US $100 million), of which investable financial assets amount to at least US $50 million.
A selection of our customers
- A German entrepreneur who was looking to improve his investable assets. In consultation with the family office, existing investments were restructured, costs and risks of existing asset managers were reduced and new investment strategies were added.
- A Dutch IT entrepreneur who, after selling his company, was looking for assistance in setting up and implementing an investment strategy and his own family office.
- An Indian investment group that was looking to expand their European and American investments, contact with managers and other advisors for establishing an investment vehicle based in Europe.
- A family in the Middle East who was looking for a European advisor to improve their investments there.
- An Asian multi family office where we developed and implemented the management selection, analysis of the propositions and the development of a business concept for their clients.
- A French charity requesting an analysis of alternative investment strategies that fit the overall investment policy, with particular focus on reducing the costs of alternative strategies.
Over the past 40 years, The Investment Consultant has built up a very extensive network of advisors, asset managers and investment banks around the world. Managers' access and working methods are guaranteed and known, which in practice leads to smooth cooperation with globally operating asset managers and other advisors.