FINVIA Investment Consulting

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Investment Consulting

Advice for great wealth

Your partnerFOR SUSTAINABLE INVESTMENT SUCCESS

In a complex financial world, a clear strategy is needed. Our Investment Consulting offers private and institutional investors tailored advice along the entire investment process. You decide which services you want to take advantage of - from strategic wealth planning to dynamic management and risk analysis.
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Our consulting services

From adviceRight through to full support

Investment policy & investment process

ADVICE ON INVESTMENT OBJECTIVES, INVESTMENT STRATEGIES AND INVESTMENT GUIDELINES

Development and optimization of the central cornerstones of the investment process, taking into account return, risk, costs and liquidity.

Advice both for new strategies on a white sheet of paper and for established investment processes.

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Market opinion & scenario analyses

ANALYSIS OF THE ECONOMIC SITUATION AND FUTURE DEVELOPMENTS

Short-term and long-term forecasts for return, risk and cash flow expectations in traditional and alternative asset classes.

Preparation of analyses of global financial markets, macroeconomic scenarios and sectoral developments.

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Strategic wealth planning

ADVICE ON STRATEGIC ASSET ALLOCATION AND THE IMPLEMENTATION OF ALTERNATIVE INVESTMENTS

Calculation of the strategic target allocation, taking into account the investment objectives and guidelines, as well as return, risk, costs and liquidity.

Detailed multi-year planning, including private cash flows (e.g. annual withdrawals) and challenges of alternative investments (e.g. accumulation plans).

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Tactical asset management & risk management

DYNAMIC PORTFOLIO ADJUSTMENT TO MARKET PHASES AND TARGETED RISK MANAGEMENT

Flexible management of the portfolio allocation depending on market developments (e.g. cyclical equity management).

Dynamic hedging strategies to minimize specific risks.

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Simulations & stress tests

ASSESSMENT OF MARKET RISKS AND PROBABILITIES THROUGH WELL-FOUNDED ANALYSES

Simulation of alternative future scenarios in order to derive probabilities for different market developments.

Implementation of stress tests (e.g. simulation of early capital calls for private equity or lower growth for real estate funds).

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Portfolio analysis, manager and ETF selection

INDEPENDENT PORTFOLIO CHECK WITHOUT CONFLICTS OF INTEREST

Analysis of existing investment strategies to uncover optimization potential.

Portfolio health check: review of performance, costs and sustainability compared to the competition.

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Alternative investments

STRUCTURED PLANNING, BENCHMARKING &AMP; MONITORING

Optimization of multi-period build-up plans for alternative investments with liquidity planning for future capital calls.

Benchmarking of private equity & other alternative investments based on cash flow and NAV comparisons with peer groups.

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Christian Maschner, Head of Asset Management FINVIA

"Our aim is to combine the latest scientific findings with practical implementation - for intelligent, future-oriented asset management."

Customer cases

Areas of application of ourinvestment advice

Our expertise is available to you as an independent, holistic advisory service - for private and institutional investors throughout the entire investment process.

SINGLE FAMILY OFFICE

Investment policy

Hedging strategies

Client story: The advisory board of a single family office received support in analyzing and quantifying the investment risks of a highly concentrated strategy with significant holdings in a small number of companies. On this basis, customized hedging strategies were developed to make the portfolio more resilient to market fluctuations and to ensure a balance between risk and return.

PRIVATE CUSTOMER

Market opinion

10-YEAR PROGNOSES

Client story: A detailed analysis of various macroeconomic scenarios and return expectations for the next ten years was carried out for a private client. Based on these findings, the portfolio was specifically structured to remain resilient under different market conditions. Both defensive and opportunity-oriented elements were integrated to ensure an optimal balance between stability and growth.

PRIVATE CUSTOMER

Asset allocation

Strategic wealth planning

Client story: Strategic wealth planning was developed for a private client who had sold his company, optimally taking into account his investment objectives (capital growth of 6% p.a.) and private withdrawals (300,000 euros p.a.). The subscription plan for private equity, real estate and private debt was perfectly aligned with traditional asset classes such as equities, bonds, hedge funds and liquidity.

SINGLE FAMILY OFFICE

Tactical asset management

Individual investment strategy

Client story: An investment strategy was developed for a single family office that specifically incorporates medium-term market assessments in order to optimally supplement the long-term strategic asset allocation. By analyzing macroeconomic scenarios and market trends, a flexible investment structure was created that enables the family office to react to market changes and take advantage of targeted opportunities.

PRIVATE CUSTOMER

Market risks

Stress test analysis

Client story: For a private client, the focus was on analyzing potential market risks. A comprehensive stress test analysis showed how his portfolio would develop in the event of a 30% slump in the stock market over the next year. The result: a precise liquidity check with recommendations for hedging.

FOUNDATION

Manager selection

Portfolio analysis

Client story: A foundation was supported in optimizing its long-standing investment strategy. The investment guidelines were revised to create a performance-oriented incentive system for asset managers that motivates but allows for controlled risks.

PRIVATE CUSTOMER

Alternative investments

Comprehensive reporting

Client story: We prepare a monthly report on the entire private equity portfolio for a private client. Each individual fund is analyzed in detail and set in relation to comparable funds with the same strategy, investment region and vintage. This systematic comparison gives the client a well-founded assessment of the performance, risk profile and relative positioning of their investments. This provides a better decision-making basis for future capital commitments and portfolio adjustments.