Sares Invest

is an independent asset manager based in Vienna
With our offer, we enable investors
to achieve their individual goals

Successful investment

The asset structure of our clients, whether in the private or business sphere, is
often extremely complex and requires the attention of an independent, objective advisor.
Beraters.

Sares Invest employs a team of experienced consultants and works with carefully selected
external specialists.

Strategic and tactical advice covers all asset classes with the aim of developing a holistic investment concept for our clients and implementing it in a dynamic process.

Sares Invest is privately owned and operates on the basis of an open architecture approach. Thus
we can act exclusively for the benefit of our clients in also in the long term.

Our organisational structure gives our consultants the freedom to reach essential strategic
decisions exclusively in the interest of our clients and thus to act absolutely
independently and objectively.

Our offer

Based on our international experience and in cooperation with our external
partners we are able to offer our clients a comprehensive range of services:

Wealth management
Our main focus is on comprehensive discretionary asset management. To clients wishing to be actively involved in the investment process we offer access to our expertise.

Institutional investment
We have extensive experience in the management of institutional assets.
Within this framework, we structure tailor-made multi-strategy portfolios in various asset classes.

Asset analysis
We advise on the optimization of existing portfolios with regard to tactical and
strategic asset allocation as well as investment policy.

Corporate Finance
We provide advice on the structuring of corporate transactions and offer
investment opportunities in corporate finance transactions.

Company foundations | Foundations | Trusts
We support our clients in setting up companies, endowments or trusts
and provide access to outstanding legal and tax advice.

Independence

Our independence in the development of investment strategies is a decisive
advantage for our clients. Our decisions are neither influenced by material or immaterial, nor by direct or indirect benefits or incentives from our business partners. Because we refuse to do so and by this time are legally obliged to do so.

Within the framework of an independent and transparent process, Sares Invest's advisors select those investment strategies that are tailored to the individual needs of our clients.

Security

As asset managers, we may manage assets but may not hold them in safe custody. The assets of our clients remain with the bank of their choice. We only receive the authorization to give this bank orders to dispose of assets within the framework of the asset management agreement. We are happy to recommend banks to our clients, which we have carefully selected and regularly review with regard to their services.

Our clients receive informative reports on their assets regularly and at any time upon request. However, they can also request such reports at any time from the bank that holds these assets in custody.