Managed accounts

Managed accounts

GZ Consulting works together with well-known national and international asset managers and banks.
Based on analysis and goal definition, we develop a sophisticated asset concept for you, taking into account tax-related aspects. Following this, we will suggest you the most suitable bank and / or asset management company for you and introduce you to them.
By constantly tracking and independently supervising the quality, we ensure the best performance and quality of our clients investments and interests. In an increasingly complex environment, we also strive to provide up-to-date performance reviews as well as compliance reviews. As an member of the "Verbund deutscher Honorar Berater" in Germany , we have access to a broad range of competencies and controlling tools, which we practise according to official rules and conduct.
Furthermore we provide our clients with full transparency and implementation of best practices toward performance measurement and performance presentation.
We address performance issues on a regular basis and do not leave them unmonitored.

Thus we act as your personal family office, which exclusively focus on your targets.

Our consulting fields

  • Money Market Funds
  • Bonds
  • Global securities and global funds, such as guarantee, hedge, sector, value funds, ETFs, etc.
  • Derivatives such as options, warrants, futures contracts, etc.
  • Real Estate
  • Precious metals
  • Trusts and foundations
  • Inheritance and succession planning
  • Insurance solutions
  • Financing
  • Micro credits


You like to learn more? Simply contact us or request your personal offer.

Request your offer
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