Private investment portfolios monitoring

We can assist our clients in monitoring their private investment portfolios

We offer to our clients monitoring and advisory services so that they can monitor and optimize their private investment portfolios. We also support our clients in identifying and assessing investment opportunities

Private investment portfolios monitoring

  • Strategic advice for portfolio optimization
  • Investment monitoring including issuance of regular status reports on the investment portfolio as well as recommendations on required actions
  • Invested capital optimization
  • Board representation

Investment opportunities assessment

  • Definition of investment strategy and criteria
  • Sourcing and identification of investment opportunities
  • Assessment and evaluation of investment opportunities, recommendation on investment approach and optimal negotiation strategy