Our extensive range of services is clearly geared to providing answers to all financial management issues of relevance to institutional and private investors – and always with a view to ensuring good governance. The services we provide help to protect the interests of domestic and foreign investors at all times.

The modular structure of the Complementa service concept incorporates the three main areas of Performance Reporting, Investment Controlling and Investment Consulting. In addition, we also help our clients with all aspects of accounting.

→ Performance reporting and accounting

Acting independently of banks, we consolidate your investments across a variety of asset managers and custodian banks and in all currencies. The consolidation also includes all deposits with banks and other assets such as real estate, collectibles or equity participations. Our reports show your assets from a variety of angles, including performance, attribution, value at risk and in comparison with a wide range of different benchmarks.

The Allocare AMS system used to generate the reports was developed by our subsidiary company. The system has a daily acceptance of valuation data from renowned data providers. For many of our clients, we maintain auditable securities and financial accounts.

What makes our reports so excellent is their optimum selection of really relevant information in a uniquely clear and readable presentation.


→ Investment Controlling

We accompany investors along their investment process by optimizing the investment strategy and the organization of assets. We monitor individual
asset managers’ performance, perform risk analyses, carry out compliance checks and cost controls, and advise you of changes to regulations.

The results of the analyses are used to prepare recommendations for action
and to propose measures aimed at making the most of the available potential for optimization.


→ Investment Consulting

We support you in specific aspects of investment strategy and organization, compile asset/liability reports, select asset managers, prepare second opinions in all asset classes and negotiate contracts on your behalf.

Complementa does not enter into preferred partner agreements. The absolute independence of our company, its good reputation and high level of expertise are vital factors when it comes to finding you the objectively best solutions.