Do you want advice on your portfolio strategy or do you need support for new issues?


We offer customised solutions for transaction-related direct business and personal portfolio composition. We also offer advice on asset allocation and portfolio strategy. This involves:

  • Analysing the portfolio and the interest book on the basis of economic data and
  • Analysing the portfolio on the basis of regulatory issues (e.g."is my portfolio Basel III-compliant?" or "how does Solvency II change my asset allocation?")

Our advice is independent and free of funding interests. It is based on an ongoing analysis of the global economy and capital markets. Our strengths include providing support to issuers on new issues. We assist you during the roadshow, execute the issue operationally and handle sales.


Michael Wimmer
Tel: +49 211 4952-721
michael.wimmer [at]