Portfolio Management (from 50 million CHF upwards)
JAKOB CONSULTING effectively makes use of the following philosophy:
"Preserving assets, creating assets"
Our clients have at their disposal experienced and successful portfolio management teams from several renowned banks.
Our clear and flexible structure means that our clients have intimate access to an unparalleled and specialist resource-base. Our manageable size and our experienced and responsible consultants guarantee a necessity-orientated realisation of our client's investment goals.
JAKOB CONSULTING does not work with internally produced market and company analyses, but acquires its information from external national and international analyst networks (secondary research). Evaluation of the data occurs during regular meetings of the investment committee. This committee is composed of internal specialists and external advisors, and decides on strategic asset allocation, which occurs either at least once a month or according to demand. Electronic access to the most important stock markets is provided by our banking partners.
Special services for institutional clients
JAKOB CONSULTING offers institutional clients a series of special services, which include:
A team of experienced external specialists is available to our institutional clients. Our investment and private banking experience combined with our short chain of communication guides our clients when finding creative and successful solutions.
- Mediation for the directors/managers during M & A projects
- Supervision and negotiation of private placements
- Supervision of floatations
- Special mandates
- Restructuring of companies to reduce tax burden
- World-wide specialist security advice for corporate management or individuals