Services
Services at a glance
Managed Accounts
GZ Consulting works with renowned national and international asset management companies and banks.Based on analysis and target definition, we develop a sophisticated asset concept for you, taking into account tax and legal aspects. In consultation with you, we then establish contact with the most suitable bank and/or asset management company for you.
We at GZ Consulting then continuously monitor your portfolio with your investment objectives and strategies and report the results to you on a monthly basis.
We at GZ Consulting then continuously monitor your portfolio with your investment objectives and strategies and report the results to you on a monthly basis.
In this way, we act as your personal family office, which exclusively pursues your goals.
Guided accounts
With the so-called "guided accounts", GZ Consulting supports and advises you in your investment decision. On the basis of the investment protocol drawn up with you at the beginning of the cooperation, we will submit proposals for the purchase or sale of securities in your custody account. However, the final decision on implementation lies exclusively with you. In this way, you benefit from our know-how, but do not hand over the reins.
Troubleshooter
Are you dissatisfied with the work of your financial service provider or do you already have a problem with him? We will be happy to help you discreetly and show you the reasons for the problems and various proposals for solutions in a clear and comprehensible manner. We will also support you on site at appointments with your financial service provider. With our experience, we have already been able to help various clients find a winning solution.By the way, you do not have to be a client of GZ Consulting, we are happy to help you discreetly on a fee basis.
Seminars / Workshops
We are pleased to inform you that we regularly hold seminars and workshops. These will give you an in-depth insight into the world of securities analysis and enable you to better understand and monitor the work of your asset managers and banks. Find out more about the details.
Depot Expertise
Are you unsure if your deposit is properly invested? But do not know what is possibly wrong? Then you should contact us. We analyse your depot and show you any weakness and how to eliminate them.
Creating business plans
Are you planning to set up your own business? GZ Consulting helps start-ups and small businesses with the preparation of business plans. So that you can start successfully tomorrow. With our experience we could already help various start-ups to a successful start.
Contact us
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