INVESTMENT MANAGERS
SEARCH & SELECTION SERVICES
Empowering Your Wealth, Elevating Your Future with our Strategic Investment Advisory Services
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Investment Managers Search
Hauberk's Investment Managers Search and Selection services cater to institutional investors, high net worth individuals, and financial advisors by facilitating the identification and selection of optimal investment managers aligned with their specific financial goals.
IDENTIFYING INVESTMENT
Setup up a new investment and legal structure or strengthen an existing one for protecting and governing the current wealth.
ASSIST WITH SHORT LISTING
Setup of Endowments and foundation deeds. Design the investment office and Endowment fund organization structure.
FAMILY OFFICE SETUP
Comprehensive family office establishment including governance frameworks, operational structures, and succession planning protocols.
WEALTH TRANSFER PLANNING
Strategic planning for intergenerational wealth transfer with focus on tax efficiency, legal compliance, and preservation of family values.
GOVERNANCE AUDITS
Comprehensive assessment of existing governance structures with actionable recommendations for optimization and risk mitigation.
REGULATORY COMPLIANCE
Expert guidance on navigating complex regulatory environments across multiple jurisdictions to ensure full compliance and risk management.
MANAGER SELECTION APPROACH
Hauberk Capital's approach to selecting investment managers is rooted in a meticulous process tailored to meet client investment policy statements and asset class objectives. We focus on identifying managers capable of efficiently managing strategies within a reasonable cost structure, ensuring optimal alignment with client goals.
Strategic Investment Planning
Market Analysis and Research
Active Portfolio Management
Performance Monitoring
STEPS TO START
Your Investment Manager Selection
1
FIDUCIARY DUTY
2
TRANSPARENCY
3
COMMUNICATION
WHY CHOOSE US
EXPERT TEAMS
Access a dedicated project team comprising senior asset class specialists, experienced researchers in major public and private markets, and skilled analysts with practical money management experience.
ADVOCATING FAIR COMPETITION
We ensure fair competition among asset managers tailored to your mandate, enhancing your negotiating leverage and safeguarding your interests for optimal investment outcomes.
INTEGRATED ESG APPROACH
Integrate Environmental, Social, and Governance (ESG) considerations that align with your values and criteria, enabling impactful investment decisions beyond surface-level assessments.
READY TO START GROWING?!
Unlock the full potential of your wealth
