Investment Consulting

Solar plants

Inelastic demand

Stable cash-flows

Against low interest rates

∅ 5 - 12% p.a. on solar plants or projects (historical net returns before taxes)

We make capital work for you
P2P Platforms

Premium selections

Highly diversifiable

Against low interest rates

All-in-one ∅ 5% p.a. or more (historical net returns before taxes)

Off Market Real Estate

ø 4 - 5.5% p.a. hist. rental net returns
   ø 8 - 12% p.a. (with mortgages)
Plus appreciation outlook

Switzerland, West- & South Europe, USA, etc.

Export-/Import Financing, Factoring as investment

In AAA countries ∅ 5% – 15% p.a. depending on ratings (historical net returns before taxes)

Hedging options:
ø max. 360 days

Alternative Investments      Just ask – Get Answer      Direct Real Assets 

  • Real Estate ∅ 8% – 12% return p.a. (ex. with decent leverage 40/60) in niche markets as multifamily residences, commercial centers or hotels
  • Solar plants – Infrastructure ∅ 5% – 12% hist. ret. p.a. – the white gold –
    depending on solar-wind, project-operational, countries and durations
  • P2P premium selections ∅ 5% historical return p.a. – highly diversifiable depending on business types, counterparties, countries and durations
  • 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% hist. return p.a. depending on ratings

Traditional Investments    Multi Asset Manager      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
  • Investment Funds, Bonds like Green Bonds
  • Equities like additionally to Hong Kong, MSCI has included A-shares
    from Shenzhen and Shanghai in the EMMA-Index.
  • 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.

Diversification 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 direct investment, it is recommended to attend professional alternative investment consulting. For completeness it is mentioned, that there are opportunities and structures not available for public, being reserved for so-called qualified investors. Our know-how in various special areas will support you thereby.

Alternative Investment consulting - better returns at less volatility