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Florian & Partners AG coordinates the investment management process with the objective of preserving and appreciating family capital and creating the greatest possible value for the given level of risk the family is prepared to accept. Our duties cover:

  • Identifying family’s long-term financial objectives, cash flow requirements and risk tolerance;
  • Defining strategic asset allocation;
  • Regular consolidation and monitoring of the asset allocation, and rebalancing tactical changes;
  • Selection, coordination and supervision of investment managers for individual asset classes. Regular analysis of their performance and measurement against peers, indexes and benchmarks;
  • Managing family’s banking relationships: negotiations of fees and financing, transactions supervision;
  • Financial planning and cash flow management.

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