Consulting & Allocation
KOTEL
Asset Management
We are a consulting and asset management firm, completely independent of banks as it is 100% owner-managed. We are advisors and managers of our clients' asset allocation.
Our Operating Principles
Our principles guide every decision we make and our relationship with our clients.
Independence
Independence as the highest business principle prevents conflicts of interest.
We are impartial and committed exclusively to the interests of asset owners. All our clients are free to choose their custodian bank. When selecting external fund managers, Kotel acts completely independently according to the principle of always choosing the best in class.
Objective View
A holistic view of the asset situation is the foundation for sustainable optimization.
Detailed analysis processes ensure objective benchmarks for strategic wealth planning. We are always guided by our clients' objectives in the preservation and accumulation of their assets.
Networks
We are responsible for effectively safeguarding our clients' interests.
Our clients benefit from a wide range of additional services backed by specialists dedicated to their interests.
Asset Management
We use our extensive knowledge of financial markets to systematically capitalize on highs and lows and establish a successful long-term investment policy based on our investors' expectations.
Idea Providers
Through our "Asset Management" service area, we focus on optimizing investments across various assets and securities. We are your navigator and co-pilot within a successful asset management agreement.
Special Mandates
You can discuss the current asset structure with the portfolio manager and agree on adjustments as needed. The asset manager is trained to react quickly to market developments within individually defined guidelines.
Third-Party Fund Management
We use an intelligent fund selection to efficiently present a demanding investment strategy through external fund managers. Based on an approved strategic asset allocation, we provide a qualified fund mix resulting from a multi-stage selection process.
Advantages
Investment guidelines agreed directly with the client reflecting personal preferences, personal attention with a dedicated contact throughout the process, and flexibility to adjust asset structure.
Manager Selection
We oversee the selection process based on pre-established objectives, identifying asset managers who, thanks to their proven track record, are recommended for implementing your goals.
Strategic Funds
Think and invest like an entrepreneur! The strategic fund is an equity fund with an entrepreneurial approach applying a long-term investment philosophy. We advise you with precision and without conflicting objectives.
What is a Family Office?
They are investment platforms dedicated to managing family wealth and assets as an investment holding company. These may include: financial, real estate, and corporate investments, as well as taxation, succession, and global planning.
Managing complex private assets is an entrepreneurial task.
Future Vision
Strategic Allocation
Reporting & Monitoring
Organization
Special Services
Commodities
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