For individuals.
For those who want to have their assets managed professionally and, at the same time, need a personal point of contact.
Discretionary Asset Management
Via TWAIN
Transparent, independent, and personalized. Econopolis and Allianz combine their expertise to deliver the best value for every euro.
Discover Private Wealth Management
Private wealth management for an entrepreneur’s personal assets or a company’s assets.
For entrepreneurs and companies.
For business owners who want to consider their personal assets, corporate reserves, and long-term goals as a whole.
For institutional clients.
For pension funds, foundations, organizations, and professional investors who need professional management, transparency, and risk management.
Institutional wealth management
Asset management with a focus on risk managementand the institutional client’s long-term objectives.
For families and
family offices.
For single- and multi-family offices looking for a sounding board, reporting services, or an investment partner.
- Socioeconomic impact studies and input-output analysis.
- Vision, strategy, and foresight regarding long-term trends.
- Strategic business consulting.
- Ecosystem analysis using data and the Ortelius AI tool.
