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
100 % open architecture with access to external investment banks and investment funds
Flexible market-adaptive and innovative solutions
We support our client in the strategic allocation planning as well as in the implementation of the developed strategies and solutions, subject to the client’s unique requirements, situation and expectations.
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.
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.
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.