The Pentagon Group Excellence

Pentagon GP Luxembourg is acting as a General Partner for servicing the needs of Institutional and Private clients ranging from Entrepreneurs, HNWI, Investment firms, Corporate institutions, Pension Funds, Family Offices and Foundations.

The Pentagon Group provides dedicated solutions aiming at:

A-Structuring & Managing Assets - subject to market regulatory approval

Discretionary Investment Management mandates

Financial Markets & Investment Strategies Allocation

Risk Profiling / Portfolio Construction & Review / Asset re-Allocation / Reporting

Capital Guarantee Structured Products co-design (primary market only)

Dedicated Fund Management solutions via: Luxembourg infrastructure of sub-funds: AIF (Alternative Investment Fund), SIF (Specialised Investment Fund) or RAIF (Reserved Alternative Investment Fund).

B-Financing Economic Projects

Pentagon offers access to credit lines via investment banks, direct lenders and single family offices as an alternative path to project funding.

As a further step to such credits, the Pentagon Group has designed an advanced credit technique available via 4 investment banks allowing up to 75% LTV (with a no interest payment technique). 

C-Escrow Account Services: Clearing Financial Transactions

Companies use escrow accounts for several key reasons:

Protection and Security: Escrow accounts provide a secure way to hold funds or assets until all transaction conditions are met, protecting both parties from potential financial loss

Confidentiality, Trust and Transparency: By involving a neutral third party, escrow accounts enhance trust and transparency between transactions participants, ensuring funds are only released when agreed terms are fulfilled

Risk Mitigation: They help mitigate risks in complex or high-value transactions by ensuring compliance with legal and contractual obligations

Efficiency and Convenience: Escrow accounts streamline transactions, simplify payment management, and facilitate dispute resolution.

D-Multi-Family Office exclusively from our Luxembourg office

Family Office Services with a Strategic Advisory focus on portfolio management and economic project financing combining our expertise in capital & financial markets to engineer alternative funding, tailor-made solutions for our clients.

Our offer is designed in a modular and market-adaptive manner and encompasses the following phases:

Conception & Analysis

Clarification of the individual investment objectives, requirements and constraints.

Development of suitable investment strategies and individual investment solutions.

Independent review and check-up of existing investment strategy and portfolio investments, with a special focus on risk concentration, direct and indirect/hidden costs as well as the generation of real added value.

Portfolio Construction

Selection of suitable and most cost-efficient asset categories.

Selection and weighting of the single investments.

Selection of the most suitable implementation asset management provider at the lowest cost.

Portfolio Servicing

Ongoing monitoring of the investments and periodic reporting.

Dynamic re-allocations, considering macro-economic, fundamental and structural aspects.

We pay particular attention to the direct and indirect/hidden investment costs.

Those are crucial for the long-term performance of an investment strategy. However, many investors underestimate the non-visible costs, or are not even aware of these charges.
We use our long-standing experience as well as our comprehensive market and product expertise to find the most suitable investment solution for the client at the lowest possible overall cost.