Investment and Transaction Services

Output: We support you in all entrepreneurial activities and coordinate them with the strategic asset allocation and your personal needs.

  • Enables you access to unique investment opportunities that are typically reserved for an elite circle of investors. We have established relationships with investment managers and entrepreneurs in the private investors business all over the globe. Fase wealth will assist you in investing in these outstanding individuals and their ventures, allowing you to be a heavy hitter in the investor game.
  • We support you with your entrepreneurial activities.
  • Management of Private Equity and real-estate projects. From Due Diligence to ongoing support of investments. Access to interesting club deals.
  • Support for corporate transactions and project financing.

Our Services

Financial Health Check-up

At the end of the Health Check, you will receive a detailed analysis of the current situation, with specific recommendations and optimizations.

Financial Health Check-up

Asset Planning/Strategic Asset Allocation

Based on your current need and your long-term goals, we jointly define the optimal asset allocation that will meet your long-term needs.

Asset Planning/Strategic Asset Allocation

Manager Selection

Based on broad selection, the appropriate asset managers are chosen so that the strategic asset allocation is implemented in the best possible way.

Manager Selection

Consolidation / Monitoring

A consolidated overview enables monitoring of investment guidelines, controlling of fees and settlements as well as performance market comparisons.

Consolidation / Monitoring

Investment and Transaction Services

We support you in all entrepreneurial activities and coordinate them with the strategic asset allocation and your personal needs.

Investment and Transaction Services

Social Responsible Investments (ESG)

Based on your current needs and your long-term goals, we jointly
define the optimal asset allocation that will meet your long-term needs.

Social Responsible Investments (ESG)

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