SPECIALIST FINANCIAL CONSULTANCY FIRM


THE COMPANY        OUR VISION        OUR CLIENTS        OUR PRICES        CONTACT

Portfolio Management (from 50 million CHF upwards)

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:

• 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