HBS diligently monitors their investment managers on behalf of their clients. We ensure that their investment strategy and level of risk are truly in line with your expectations.
We provide our clients with precise and comprehensive reports regarding performance and expenses.
Advisory
We are able to provide clients with independent investment advice or ideas on different asset classes within the context of their investment strategy and defined risk profile. In this particular format, the ultimate investment decision is ultimately determined by the client.
Our customers can adapt their strategies to market changes by reviewing their portfolios with us.
Discretionary management
We actively manage investment portfolios for our customers, exercising complete discretion. The assets can be custodied with the bank of the client's choice, despite our preferences regarding banks. We define their investment and risk profile together and invest across all asset classes.
Clients are informed about performance on a regular and transparent basis.
Investment opportunities
We seek captivating investment opportunities in the form of funds, private equity, direct investments, real estate, or any other form of investments. Prior to presenting our customers with the potential returns, risks, and suitability, we conduct an evaluation.