Beyond portfolio management, NextGen offers strategic advisory on your combined wealth such as providing advise on asset allocation as well as advise on individuals financial instruments.
Strategic advise starts with understanding your current (consolidated) portfolio structure. We analyse your current asset allocation (currency, asset class, industry, geographic) in the light of your investment goals and risk profile.
Our independent advisory fits perfectly in your existing structure as you benefit from our strategic views on your portfolio, while your existing structure is unchanged.
Our team's in-depth fundamental and technical understanding of (complex) financial instruments assists our clients in making the right product choice.
As markets change continuously, our strategic overlay monitors your portfolio and provides recommendations to you and your advisors on areas such as optimal asset class allocation, currency exposure and geographic/industry emphasis.
Our strategic advice extends to thematic opportunities such as specific market opportunities. Furthermore, we provide tailored advisory accompanying you while selecting investment opportunities in areas less familiar and transparent (private equity, structured products).