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Placement Services/ Market Access

Access to decision-makers in:

  • Product selection

  • Operations

  • Consultants

  • Media

  • Networks/ Events

Consultancy

  • SWOT analysis vs. competitors

  • Checks & Balances regaring suitability, environment, etc.

  • Support in strategy creation/ project monitoring

  • Support in creating roadmaps

A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
A hand holding a smartphone in front of a wooden background. The phone screen displays a financial investment application with the text 'The smartest thing to do with your money'. Below it, there are illustrations of stacked coins and a call-to-action button labeled 'Start investing'.
Market Intelligence

Market intelligence, market research competitor analysis as fundament for strategic planning.

Individual concepts for market access based on the setup of the asset management company and market conditions, for instance suitability.

Strategy Guidance

Mike Tomlin, head coach of the Pittsburgh Steelers

It's not about where you start, it's about where you finish.

Spoken languages available: German, English, Spanish, Polish ... and a litte bit of Greek 😊

Our services for you

Our expertise

Knowledge

Attendance at conferences, seminars, participation in webinars, discussions with experts, and last but not least, continuous education are part of our daily routine

Market analysis

We monitor news portals and analysis in a global scale.

More than 120 years of collective experience in the investment market value chain. Our expertise includes specialization in operations, sales, media, events, fund analysis, and consulting. We are supported by experts with many years of portfolio management experience.

Experience
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.
A hand is holding a smartphone displaying a financial application. The screen shows a chart with a growth prediction in percentage, and sections labeled Personal, Retirement, and Custodial. The chart predicts cash invested and saved over a period of time, with specific dollar values provided for future growth.

Our services at a glance