Participation in meetings & manager reviews

Where any problems are identifiable for the future financing process, the investment consultant/controller may take on additional tasks if needed. These include, for example:

  • Interpreting performance analyses and preparing peer group analyses
  • Preparing and representing the client's interests in negotiations with banks and asset managers
  • Evaluating products and mandates
  • Clarifying special issues (e.g. regulatory requirements)
  • Training the client and responsible individuals
    recording meeting outcomes and decisions

For further information please contact:

Oliver Gmünder
Head of Sales
+41 44 368 30 87
[protected link]