Your needs & our service

We as your strong partner offer interdisciplinary services far beyond traditional asset management and financial managment.

Consolidation

With our consilidated financial overview of your portfolio we integrate all parameters as Depots, Bank Accounts, Investments ( Shares, Obligations, Cash, ETFs etc.), Art, collectables and other values in our Reporting.

RISK ANALYSIS

You need to be aware of your business main risks. You expect a neutral opinion regarding asset concentration and the ability of your assets to withstand heavy market corrections or a contracting economy.

ASSET AND RISK MANAGEMENT

You need somebody to implement your investment strategy and monitor its execution. Your individual investment strategy is carefully defined with the consent of the beneficial owners.

PRIVATE EQUITY

Private Equity and other long-term investments can help improving the overall diversification and return potential of your portfolio. Together we develop tailor-made investment strategies. We pre-select suitable investment opportunities for you.

About us

We are the member of the international group of companies CommerzBridge.

CommerzInvest with its headquarter in London offers investment services. You and your business activities are likely to have complex finance structures, multiple bank accounts and numerous service providers.

Mostly this structure is sometimes difficult to keep track of and difficult to coordinate among the various stakeholders. We as your Partner take care of the day-to-day management, reducing the considerable administrative burden on you and helping you and your business achieve your wider objectives.

We as your strong partner offer interdisciplinary services far beyond traditional asset management and financial management.

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