What we offer

SERVICES AT A GLANCE

Choose from an extensive range of services according to your individual needs:

  • Asset management
  • Investment consulting
  • Portfolio analysis and investment proposals
  • Capital-protected investment strategies
  • Fund and hedge fund consulting
  • Family office services
  • Asset planning, retirement provision, estate planning
  • Tax consultancy using external specialists
  • Trusts and foundations
  • Domiciliary companies
  • Real estate consultancy using external specialists
  • Tailor-made insurance solutions

investments concepts

STRUCTURED INVESTMENT BEHAVIOUR

Our investment behaviour is not dissimilar to a pyramid: The solid basis of the pyramid (the defensive part of our investments) consists of bonds and capital-protected products as well as convertible and option bonds. The upper half of the pyramid (the dynamic part of our investments) is composed of funds and equities, while the tip is made up of hedge funds.

STRONG CLIENT FOCUS

All our investment solutions are tailor-made for our clients’ current situ- ation and objectives. This often involves consideration of social, eco- logical and ethical principles, enabling us to provide comprehensive advice to clients who are personally known to us. Optimum asset alloca- tion is achieved through the selection of suitable products.

CONTINUOUS SELF-EVALUATION

The allocation and selection of assets plays a decisive role in any investment and is the first aspect we focus on. Strategic consultancy services depend heavily on the continuous development, imple- mentation and evaluation of the chosen strategies – in all investment categories.

Investment policy

Quarterly reports of Corum