Personal advice and specialist expertise are the hallmark of our services for institutional investors. We work with you to develop investment solutions that will meet your demanding individual requirements. As well as offering our own product solutions, though, we also work very closely with external specialists and product suppliers. Our clients include pension funds, insurance companies, capital investment companies at home and abroad, regional banks and foundations.


Thanks to the more than 40 years of experience of our founder, Dr. Peter Hellerich, we maintain very close relations with a wide and varied network of trusted asset managers around the world. We assist and support institutional investors in evaluating and selecting international asset managers for fund solutions or special mandates.


  • Institutional portfolio management
  • Retail funds and special funds
  • Advisory mandates for capital investment companies


  • Manager selection
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