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Asset Manager Advice
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PCG - Family office & Private investors |
| What is a family office? A family office takes care of all financial affairs of well-off people. It can be done by hired in-house personnel or outsourced to PCG Why do wealthy people use family offive services? Financial planning is as important as successful career planning and secure retirement provisions. The complexity of financial markets makes it necessary to involve specialists everywhere Where is the difference between a bank and an investment consultant? Banks and other financial institutions have one primary interest: to sell their fund product. Consultants like PCG sell no fund products. They recommend best performing products on an objective and independent basis How does it work? Our clients have bank accounts with leading banks. PCG recommends the banker and the client where to put the assets in order to have a well diversified and successful portfolio At which level does a family office service make sense? Above 5 million US$ |
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| PCG advises in 20 different asset classes worldwide |
| 300 asset managers participate in the manager selection process |
| The client can combine different managers, risk profiles, regions, sectors, and asset classes |
| PCG is 100% independent and owned by its partners |
| PCG recommends the finest asset managers worldwide to its clients |
PCG research process |
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- Quantitative research - Qualitative research |
| - Manager due diligence - Manager on-sites - Manager award |
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| - Portfolio allocations - Portfolio monitoring - Reporting |
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| - Attribution analysis - Manager replacement - Quality management |
| Available asset class research | ||
- Emerging Markets Bonds - Emerging Markets Equity - European Corporate Bonds - European Large Cap - European Mid Cap - European Small Cap - European High Yield - European enhanced - Asia Equity - Japan Equity |
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- China Equity - Global Bonds - Global High Yield - Global Equity - US High Yield - US Bonds - US Large Cap - US Mid Cap - US Small Cap - Currency overla |
PCG recommendation list 2005 |
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- Allianz Global Investors - Ashmore - Fidelity - Wellington Management - Pioneer - Franklin Templeton - Pimco - Oppenheimer - Lloyd George - Pyrford - FFTW - Henderson - Martin Currie |
- Muzinich - Oaktree Capital - Parvest - Lotsoff - Rothschild - Rogge - Bank Leu - Westpeak - Argus - Baillie Gifford - Blackrock - Calamos |
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For the detailed recommendation list per asset class please do not hesitate to contact us. |
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| PCG AG (Headquarter:) Sagenmattstrasse 17 6344 Meierskappel www.pcg.ag info@pcg.ag |
Zurich office: Stockerhof Dreikoenigstrasse 31 A CH-8002 Zurich Phone: +41.41.612.12.88 Fax: +41.41.612.12.87 |