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OUR OTHER SERVICES

TRAINING AND COACHING

There are often many different routes to end up as investment managers. CFOs, agents and trustees often have varying experience in the investment markets and the investment services field.

With the help of our training and coaching services, the client can develop their own expertise and thus also improve their investment activities. We offer tailor-made training and coaching services for anyone who wants to learn more about investing and invest in their own investment expertise. 

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OUR REFERENCES

Our clientele includes, for example, investment companies, private investors, foundations, pension investors, universities, universities of applied sciences, cities, municipalities and congregations. 

Our services are trusted by the following organizations, among others.