Wealth Management / Family Office / Private Investment OfficeThanks to the knowledge gained in financial domain, The Pentagon Group is able to support UHNWI individuals and families through highly personalized financial advisory and portfolio management services, with the purpose to protect and to increase their wealth.
Asset Management / Portfolio Management
Thanks to the advanced management skills developed in the institutional asset management with quantitative and absolute return approach, The Pentagon Group offers a full range of innovative investment strategies to family offices, institutions and investment funds, with high-standard results.
- Focus on clients' investment management
- Total Independence from any bank
- No conflict of interest
- Transparent fees structure
- 100 % open architecture with access to external investment banks and investment funds
- Flexible market-adaptive and innovative solutions
- Portfolio construction is designed together with each client; investment scope is set within strict risk parameters, specific investment guidelines and frequency-defined reviews & reporting to allow for adequate re-allocation.
- Mandates are tailor-made to each investor’s needs and objectives.
- The Pentagon Group is specializing in monitoring, allocating and providing bespoke solutions via asset managers, with proven track records based on strong quantitative and risk-management skills ranging from traditional to alternative funds, as well as advanced tailor-made capital guarantee products. 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 enhancement gearing.
Dedicated Fund Management solutions
By renting a compartment (sub-fund) in an already existing fund structure (umbrella fund), as clients you benefit from a fully CSSF-compliant AIFM structure to launch your own fund. This third-party architecture deals with on-going compliance work and risk management, and provides central fund administration and executive board. Thus we/you can concentrate on managing your AIF.