FOR YOUR CORE BUSINESS
We keep an eye on the past, present and future of your asset management company. To increase efficiency and speed, we use the electronic interfaces provided by your custodian bank. By identifying future risks and opportunities early, you can make decisions that ensure the long-term success of your wealth creation.
We take over the accounting and preparation of annual financial statements for your company, contributing our tax expertise on special topics, such as the implementation of investment tax specifics in accounting, the reporting of cross-border issues etc. If desired, we also support you in monitoring the outstanding commitment of your private equity/debt investments.
Should you wish to leverage your portfolio, we will assist you in loan discussions with your bank. Having worked in the field of lending at a bank for four years, Mr. Becker-Pennrich has first-hand knowledge of the lender’s perspective and can therefore advise you optimally on the loan decision.