Asset management is carried out through our own independent investment boutique MVBW GmbH across several asset classes.
We have the necessary know-how to appropriately assess the constantly changing events on the financial markets and to derive professional recommendations for action. In-depth expertise in the areas of portfolio analysis, risk management and strategic consulting as well as in the development of tailor-made investment strategies give our clients clear advantages in terms of consultation and long-term support. The highest level of objectivity, independence and transparency is guaranteed. We do not receive any hidden fees or portfolio commissions and thus act independently of banks, intermediaries and product providers.
The exact inventory of the asset balance is the fundament for a suitable portfolio strategy.
We analyse your equity status quo and create an investment profile that is oriented on your financial situation and your individual needs.
We offer our clients first-class and independent advice on the selection of financial investments, fully fact-based. With customised investment solutions, we create long-term added value for our discerning customers.
Professional and permanent depot management is our core competence. We advise and accompany you in building up your long-term portfolio.
We advise and support our clients in dealing with asset managers and banks.
Financial institutions are in a constant trade-off between customers, shareholders,
competitors and authorities. Costs must be reduced, branches have to close and
banking advisors change. Historically low interest rate levels for classic investment
products, negative interest rates on sight deposits and commission-oriented product
sales lead to a decline in confidence vis-à-vis the established suppliers.Investment
ideas are critically examined by us with regard to risk/return-ratios and compared
with the individual customer profile. In our opinion, however, the investors themselves
take the decision to buy or sell a position. We also monitor accounts, custody accounts
and transactions with respect to fees and costs. Upon request, we support you with
the execution of the transaction.
Assets should be independently reviewed from time to time. For this purpose, we analyse your portfolio structure using extensive parameters. We include your risk appetite, investment horizon and return expectations, and also look for optimisation potentials regarding account and deposit fees, respectively administration fees for your portfolio.
Our clients benefit strongly from a restructuring and optimisation of asset structures.
Opening of accounts and deposits
We support companies and private individuals in opening accounts and deposits. What used to be a relatively simple and transparent process a few years ago, is now in many cases similar to a complicated procedure. Incorrectly or incompletely filled out application forms or incorrect or insufficient information will require countless attempts and delay the opening. Due to numerous requirements relating to money laundering, tax transparency and beneficial owners, customers also have to be prepared for due diligence procedures that are sometimes very lengthy.
“Know Your Customer” (KYC) describes a part of the due diligence, and serves to precisely identify customers. This includes checking personal and business data.
We advise and support our customers during the entire due diligence process, e.g. with the compilation, translation or certification of the required documents as well as with filling in the account or depot opening documents.
Even after the account has been opened, the bank regularly makes inquiries, e.g. for current economic documents, updates of master data, etc. Here, too, we are happy to provide our rich and versatile set of qualifications and experiences.
The term compliance means something like "acting in accordance with applicable law" and plays an increasingly important role for banks and financial service providers and ultimately for you as a bank customer.
Based on customers, products and business areas, a risk profile is created from which monitoring activities can be derived.
Even if you are not a PEP (politically exposed person), with a non-EU passport or transactions from the CIS countries you will end up in a higher risk class, which can mean that almost every deal above a certain size is monitored and various documents need to be sent to the AML department. An effort that should not be underestimated, in which we can actively relieve you of tedious bureaucratic work - with advice in advance and afterwards.
We alleviate you of monitoring your private and business accounts or depots. On request, we can make transfers and carry out transactions.
Due to various legal regulations and the associated due diligence concerning requirements for identity verification, tax residency, money laundering, proof of residence, FATCA, IGA, CRS, to name just a few, subscribing to a closed fund inside and especially outside the EU can be a complex bureaucratic process. We support our clients in this.
You have a foundation. You also have a trustee in charge of this foundation. But who is keeping an eye on the trustee to ensure they are consistently acting as a trustee in your best interests?
A protector is someone who oversees your trustee to make sure that your foundation is handled responsibly.
Are you missing something in our range of services? Please feel free to contact us!