Our services for institutional investors

Comprehensive, holistic customer support

Our customer support forms the interface between the various MEAG units and our clients. Our customer support representatives advise our customers on investment strategy and perform the tactical asset management. They are also the central point of contact within MEAG for all issues relating to the customer. This is a diverse and challenging responsibility. The colleagues not only know the complex restrictions and regulations that an investment is subject to, they also know the markets and which securities, instruments and techniques can be used to achieve which investment goals.

Strategic investment planning

Finding the ideal target portfolio for the specific investor's individual needs. We ascertain this with optimisation procedures and calculations that are transparent and easily understandable for the investor.

Portfolio management

Expert coverage of all asset classes and investment concepts. We ensure that all supervisory law requirements are met and make all risk and accounting-related considerations.
Many years of experience integrating external asset-management mandates.

Investment controlling

Transparent and reliable information on the mandate's risk situation.
Comprehensive reporting, both commercial and financial.

Accounting

Supplying accounting data.
Ensuring proper bookkeeping.
MEAG's chartered accountant audits all annual financial statement data.

Supervisory law reporting

Compiling a complete reporting package for all assets managed by MEAG.
Reliable and timely realisation of all new supervisory law requirements.

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