Investment Consulting

Alternative Investment consulting - better returns at less volatility

Alternative Investments     Just ask – Get Answer  

  • Real Estate ∅ 8% – 12% return p.a. (decent leverage 40/60) in niche markets as multifamily residences, commercial centers or 3-5 star
    hotels available – Switzerland, Germany, Italy, Spain, USA, Latin America
  • Solar plants – Infrastructure ∅ 4% – 12% return p.a. – the white gold
    Solar energy to increase by factor 60 (2015 to 2050, source McKinsey)
  • P2P premium selections ∅ 5% – 10% return p.a. – highly diversifiable
    (depending on
    business types, countries, counterparties, duration)
  • Fine wine for investing (duty-free), not just drinking – the red gold
    Ex: Burgundy-150 Wine-Index +95% (June 2014  to June 2019)
  • Coloured gemstones with certificates, gold in safe duty-free storages
    Ex: Ruby, Sapphire, Emerald, Alexandrite with whole sale prices
  • Export/Import Financing, Factoring – invest in working capital –
    Ex: In AAA-countries ∅ 5% – 15% return p.a. (depending on ratings)

Traditional Investments – Multi Asset Manager selection: Diversification of Manager Style

Did your banking advisor show you which diversification grade and risks he applied for the result of returns?

  • Cash planning, retirement pension plan
  • Equities like additionally to Hong Kong, MSCI has included A-shares
    from Shenzhen and Shanghai in the EMMA-Index.
  • Bonds like sustainable Green Bonds
  • Foreign Exchange Trading, investment funds
  • We do not recommend high leveraged derivatives, hedge funds or cryptocurrencies for speculation.
  • Today’s globalized financial world with their upward and downward movements calls for a broad diversification of traditional investments.

Insurances – Check-up: Competitor Analysis

Did the insurance advisor show you how your health insurance premiums, pension fund contributions or life insurance payments have been invested?

  • Life insurances, health insurances (Switzerland)
  • Property insurances
    (household, jewellery, art, oldtimer, ships)

    If not, then it’s possible that you have some investment products in your portfolio, which have not performed in the financial crisis years. Meaning less return to get, resp. more premiums to pay.

Sustainable quality - Investment Consulting SwissFinanceSteuber

Diversification of your portfolio by alternative investments – Check-up: Passive Income

Because of increasingly volatile financial investments like traditional stock markets, meanwhile real alternative investments are the fastest growing investment form.

The proportion of alternative investments in the portfolios for example of pension funds in Switzerland has increased continuously since the turn of the millennium. The Swiss pension funds do gain by far not anymore their target returns. A lot of pension funds both at Switzerland and abroad enlarge intentionally the asset class alternative investments selectively and diversified. The trend in real values will continue.

But not everything called real alternative investments must also be complex. Interesting opportunities are the above listed investment segments as sustainable diversification of your investment portfolios. For completeness it is mentioned, that there are opportunities and structures not available for public, being reserved for so-called qualified investors.

For direct investment, it is recommended to attend professional alternative investment consulting. Our know-how in various special areas will support you thereby.