Private investors, family offices and UHNWI
Private investors, family offices and UHNWI (Ultra High Networth Individuals) increasingly wish to be treated in the same way as institutional investors. However, there is still a considerable quality and cost difference between asset management for institutional and private investors. PPCmetrics can guarantee that private assets are invested in accordance with the same principles as for professional institutional investors.
We provide the following services for private investors:
- Independent determination of the most suitable investment strategy / ALM (Asset Liability Management), bearing in mind the specific return expectations and restrictions
- Support in asset manager selection, formulation of investment guidelines, and contract negotiations
- Evaluation of asset management fees , including portfolio analysis for hidden charges / retrocession fees
- Portfolio analysis: independent evaluation of current investments with respect to the performance, costs and risks of the investment vehicles being used
- Investment controlling: on-going, independent assessment of investment results
