Consilia – The first choice

for a second opinion for Investment Controlling.

Consilia –

The first choice for a second opinion for investment controlling.

Consilia
Consilia Anstalt

We make the difference with our expertise.

Consilia – the first choice for an independent second opinion on investments and portfolios. With sound experience and clear expertise, we offer unique services and excellent service. We review and analyze portfolios, create transparency and an overview, and identify weaknesses, risks and hidden costs. We identify opportunities and support our clients in monitoring their portfolios on request.

Consilia Anstalt was founded in 1975 as the first company in the Ganten Group. As proven specialists, we serve private and institutional clients – always competently and personally. Thanks to our affiliation with the Ganten Group, our clients have access to an interdisciplinary team of independent experts with national and international experience in the areas of fiduciary, trusted technology and legal.

With the Consilia team at your side, you can shape your financial future independently and effectively, keeping an eye on the success of your portfolios at all times – for generations to come.

Your Decision –
deserves our Opinion.

#massgeschneidert

Test our Expertise.

Independent investment controlling for private individuals, foundations and trusts

The Ganten Group had a high internal demand for independent portfolio analyses and additional transparency for its numerous charitable, family and other foundations and trusts. For this reason, this area of activity was established within the Ganten Group in the Consilia Anstalt.

Since then, we have specialized in investment controlling. This means that external clients, both private and institutional, can also benefit from the extensive advantages of these specialized services, obtain a second opinion independent of financial institutions and asset managers and gain clarity of purpose

This is how you benefit from working with us:

  • A better Negotiating Position
  • Increase in performance
  • Optimization of risks
  • Increasing the efficiency of portfolios
  • Cost reductions

Step

Target Clarity
Analysis

Together with our private and intermediary clients, we clarify the initial situation, needs, time horizons and goals.

We review your existing structures with you, discuss your concerns and clarify your fundamental questions and point out possible weaknesses in existing requirements.

Step

Health – Check
Stress – Test

We analyze existing systems and portfolios in a process-oriented and meticulous manner.

Based on this evaluation, we can point out existing weaknesses, identify trends and help you to exploit potential and reduce costs.

You receive an independent report tailored to your needs.

Step

Monitoring & support

On request, we can monitor your existing portfolios and support you beyond our analyses.

We ensure the implementation of our recommendations and ongoing improvements through continuous optimization.

The finishing touches that make the difference.

CONSILIA. Your experts.
Independent and transparent.

Professional. Always.
At any time.

Consilia combines analytical skills, interdisciplinary expertise and experience as well as the latest technology – for successful investment controlling. As a member of the Ganten Group, we are part of a strong and experienced network.

With additional expertise in economics and finance, applied data science and sound experience and skills in fiduciary and asset management, we create real added value – independent, practical and effective.

At a glance

Consilia offer:

Consilia’s core competencies lie in providing a second independent opinion on investments and portfolios, reviewing investment strategies, portfolios and existing investments, preparing reports and advising you on your investment policy.

Our clients benefit from the expertise of Ganten Treuhand on request. The team specializes in the formation of companies, the design of tailor-made corporate forms and structuring as well as the organization and execution of accounting, administrative and clerical work and offers a tailor-made family office service.

Consulting

We examine specific components of your portfolio selectively, according to your individual requirements.

The aim is to inform you and give you potential suggestions for optimization.

Frequently requested examination topics are:

  • Transaction costs
  • Currency exchange spread
  • Fund analysis


Unique information and optimization

Performance report

With the innovative Performance Watcher platform, we create fair benchmarks and evaluate the risk/return ratio of the portfolios.

Your portfolio is compared and contrasted with others in the same risk class and portfolio currency.

Continuous information

Consilia _ Investement Analysen
Portfolio analysis

With the portfolio analysis, we examine all aspects of the portfolio in depth and comprehensively.

We deliver the results in a clear report that covers the portfolio structure, costs, risk and return.

The report provides specific recommendations regarding inefficiencies and their optimization potential.


One-off information and optimization

Portfolio monitoring

Based on a comprehensive portfolio analysis, we can develop the further procedure and portfolio optimization.

Ongoing monitoring reviews optimization measures and suggests continuous improvements.

Ongoing reports and regular performance watcher reports are included in the monitoring.

Continuous information and optimization

Locally anchored.
Internationally networked

Liechtenstein

The Principality of Liechtenstein is located in the heart of Europe, located between Switzerland and Austria. The country offers a very stable economic, political and legal environment.

We are a member of the European Economic Area (EEA) and the IMF (International Monetary Fund). Our official currency is the Swiss franc. There has been a customs treaty with Switzerland since 1923.

This gives us and our customers direct access to the Swiss and European Economic Area.

Liechtenstein Aussichtsturm Vaduz

Digital
Assets

Fintech, crypto,
Blockchain

Consilia’s offer also applies to all forms of investment in the Digital Sector – Fintech, Crypto and/or Blockchain.

Ganten Trustees Ltd. is licensed for the management of tokens.

Sirius Trusted Technologies Ltd. specializes in the custody and administration of digital assets. Their software also offers non-experts independent data security for Crypto Currencies and digital assets.

Ganten Fintech