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NextGen Capital
  • Home
  • Multi-family office
  • Portfolio Management
  • Strategic Advisory
  • Other Advisory

Strategic advisory

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.

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STRATEGIC ADVISORY

Analysis

Independent views, existing structure

Independent views, existing structure

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.

Independent views, existing structure

Independent views, existing structure

Independent views, existing structure

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.

Financial instruments

Independent views, existing structure

Financial instruments

Our team's in-depth fundamental and technical understanding of (complex) financial instruments assists our clients in making the right product choice.

Strategic advise

Strategic advise

Financial instruments

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.

Opportunities

Strategic advise

Opportunities

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).

Strategic advise

Opportunities

 


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  • Multi-family office
  • Portfolio Management
  • Strategic Advisory

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