The Pentagon Group Excellence
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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, Family Offices and Foundations.
Pentagon's entities may involve any type of activity, such as investment in any type of assets (Private Equity, Real Estate, Art; etc.) or any type of investment portfolio in bonds, shares, funds, derivatives, commodities; etc.
While completely shielding our clients from the burden of daily operational and structural management, our objective is to embark on long-term relationship with our clients while preserving assets in full respects of our common values: focusing on strong ethics, best business practices and robust code of conduct.
Beneficial for Alternative Investments, Real Estate, Private Equity objectives or special transactions, The Pentagon Group’s Dedicated Wealth Structuring Solutions can offer advantageously transparent and confidential structures to Institutional and Private capital.
The Pentagon Group is specialising in Wealth Management & Asset Management services, via access to external asset managers with proven track-record based on strong quantitative and risk-management skills ranging from traditional funds and alternative funds to tailor-made advanced capital guarantee solution with an expertise in Structured Alternative Management* combining a) capital markets & alternative asset management to enhance yield - and optionally b) capital guarantee structured solutions to finance economic projects**.
Our investment solution experiences in capital guarantee structured allows for advanced selection of performance engines from a wide universe, such as index, basket of funds, credit, hybrid, inflation, volatility as well as cash/yield enhancement gearing.
*Open architecture solutions via a top broker 's allowing The Pentagon Group to access to 25 top-tier investment banking institutions:
US: Goldman Sachs, Morgan Stanley, JP Morgan, Citibank, BoFA Merrill Lynch
Europe: CDC, SocGen CIB, UBS, Credit Suisse, ING, Loyds...
Asia: HSBC, Nomura...
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 our Luxembourg CSSF-regulated umbrella, AIFM-compliant infrastructure of sub-funds: AIF (Alternative Investment Fund), SIF (Specialised Investment Fund) or RAIF (Reserved Alternative Investment Fund).
B-Financing Economic Projects**
As a further step to traditional Lombard credits, the Pentagon Group has designed an advanced credit technique available via 4 investment banks allowing up to 75% LTV with no interest payment.
C-Clearing Financial Transactions
Special Purpose Vehicles acting as secure and transparent Clearing House between counterparts.
Our Services
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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.