TIARE INVESTMENT MANAGEMENT

Our mission is to help our clients to define and achieve their personal economic and financial goals. We offer customized services tailored to individual and family needs.

Our clients delegate all or part of the services they need to us including:

Investment Management:

In close co-operation with you, we produce an Investment Policy Document by tailoring your capital and income investment strategy – to set the right goals and to ensure that the investment journey you make will suit your character and individual needs. Our investment team will discuss in detail your investment requirements and formulate an investment policy, which will set the crucial benchmarks, risk and expected return parameters for your portfolio. This strategy will then be regularly revised with your input, to make sure that we will continuously meet your goals.

Strategic Asset Allocation:

In line with your Investment Policy Document, we will advise you on portfolio diversification by asset class, style and region, ensuring that you avoid unnecessary risk and get the most efficient asset allocation. We regularly check your investments in order to ensure the main guidelines, benchmarks are followed during the investment process.

Asset Manager Selection:

Based on 12 years of experience the best mutual fund managers are combined in one portfolio. Only manager are chosen that passed our strict quantitative screening process and the qualitative interviews. We only use managers we met personal and where we are confident that they are better than the others.

Business Advisory and Entrepreneur Services:

Tiaré Investment Management establishes companies, partnerships, foundations, trusts or holding structures for its clients. We are specialized in supporting the set up of new business activities and projects. We can assist you at board level (recruitment or attendance), and lead or arrange mergers and acquisitions. We also manage private placements (mandates). We advise in company and business administration, including the preparation of documents, compliance management, detailed analysis of company structures, investigation, negotiation and finalisation of contractual agreements.

Estate and Tax Planning:

Preserving wealth through estate and tax planning is one of the core services in wealth management. We can help you to select and implement effective means of planning estate, inheritance and succession issues. Our tax experts will help you to uncover overlooked opportunities and develop cutting-edge strategies.

Real Estate:

We have substantial experience in buying and selling real estate and in establishing valuations for such assets. We can help you to excel at all phases of real estate, i.e. acquiring, managing and selling it. Our advice also covers real estate investing, through public or private financial products.

Insurance:

Losses can often be mitigated through insurance solutions. We assist you on finding the best insurance deals to avoid double insurance or gaps in your coverage. We can establish a cost efficient level for the retention or establishment of an optimal solution.

Family Foundation and Philanthropy:

Tiaré Investment Management AG can help you with structuring mission statements, advising on governance and intergenerational involvement, securing best consultants for targeted projects and handle all compliance and administration.
Through our specialised planning and consulting services, we help you to implement your charitable visions and strategies. We can arrange connecting you to like-minded people and acting as a liaison between you and not-for-profit organisations.

Reporting and Financial Management:

We provide a consolidated, clear, integrated picture of your overall wealth (including non financial and third party assets). We make sure you have a full knowledge over your assets and transactions. Our reports contain details of the portfolio, asset allocation strategy and investment attribution which shows how the investment returns have been made. We place great importance on the review process, both in terms of the relationship between you and us as well as of your investments. We monitor and review results with you in detail on a regular basis.