Discretionary Asset Management:
After defining a long-term investment policy, the clients grant Mori Huston Seefeldt + Partner GmbH the mandate to make the investment decisions on their behalf, without prior consent. The clients are updated regularly on the performance and the composition of the portfolio. Every portfolio is tailor made.
Investment Advisory Services:
After defining the client’s investment objectives and risk profile, we constantly provide unbiased advice on how to achieve the individual investment goals. The ultimate decision on each investment lies with the client. We instruct the banks.
Family Office Services:
To meet the sophisticated needs of families with significant assets, Mori Huston Seefeldt offers value-added services to help:
- Coordinate and consolidate all investment activities
- Consolidate reporting on all assets and liabilities
- Facilitate multigenerational wealth planning