Our service overview

Independent Asset Management at Solgen Ltd

At Solgen Ltd, we take a highly personalized approach to asset management, tailored to meet your specific financial objectives. Unlike traditional asset managers, we do not rely on pre-configured portfolios or third-party strategies. We are dedicated to understanding your individual needs, and we make investment decisions that are always in your best interest. Whether you have specific preferences like excluding certain investment categories or other custom requirements, we are fully equipped to integrate them into your strategy.

We adopt a global approach when managing your portfolio, utilizing a wide range of available capital market instruments. Our investment strategies are designed with a long-term perspective, focusing on market fundamentals while steering clear of speculative trends. We believe in maintaining a stable, well-structured portfolio and only making adjustments when the market conditions truly warrant them. This method minimizes unnecessary transactions and shields your investments from short-term volatility, aiming for consistent growth over time.

Our objective is to steadily increase the value of your assets while keeping fluctuations to a minimum. By applying modern portfolio theory, we ensure your investments are optimally balanced to perform under various market conditions. Through regular communication with asset managers, fund companies, and leveraging their in-depth market analyses, we guarantee that your investments benefit from up-to-date insights from industry leaders.

Asset and Financial Planning at Solgen Ltd

Effective investment requires a clear understanding of your current asset structure and the risks associated with them. At Solgen Ltd, we offer comprehensive asset and financial planning before embarking on any asset management mandates, ensuring we align perfectly with your broader financial goals. Our experienced team consists of Certified Financial Planners (CFP®) and Certified Foundation & Estate Planners (CFEP®), bringing a wealth of knowledge to design an individual plan suited to your needs. Our leaders and advisors also have teaching credentials at prestigious institutions like the University of Amsterdam and London Business School.

Our asset and financial planning services focus on refining your investment strategy while identifying potential risks within both your assets and personal life. Key aspects of this service include:

• Preparing an individual private balance sheet

• Long-term liquidity planning, including retirement projections

• Detailed asset growth forecasts

• Evaluating the impact of illness or death on finances

• Improving investment returns by minimizing ongoing costs

• Tailoring investment risk and volatility based on your risk profile

• Offering actionable recommendations to enhance your asset structure

• Creating strategic frameworks for planned events, such as inheritance planning or business succession

Asset Succession Planning and Testamentary Execution

At Solgen Ltd, we also provide asset succession planning services, guiding you through the financial aspects of transferring assets upon death and highlighting any associated risks. Our certified executors, William Harper and David Holland, bring years of expertise in managing estates and executing wills. They ensure that your wishes are followed carefully and that estate administration is executed smoothly.

• William Harper has been a certified executor of wills since 2007 (University of London).

• David Holland has been a certified executor since 2015 (Rotterdam School of Management).

We offer expert guidance in appointing an executor and understanding the steps involved in the administration of your estate, ensuring the smooth transition of your assets according to your precise instructions.

Foundation Management at Solgen Ltd

Alongside individual asset management, Solgen Ltd specializes in foundation management. We help clients set up foundations during their lifetime or upon their death and collaborate closely with legal experts in foundation law to ensure compliance with all regulations. As members of the International Foundation Association, we offer tailored advice on liquidity management, capital investments, and real estate holdings for foundations.

We develop unique asset management solutions that prioritize capital preservation and generating sufficient income to support the foundation’s purpose. Our expertise extends to helping foundations select the best asset managers through a thorough "beauty contest" process to match their specific objectives.

• David Holland has been a foundation consultant (International Foundation Academy) since 2015.

Our clients include numerous foundations and non-profit organizations across the UK and Netherlands. We are committed to providing long-term strategies that help preserve their assets and support their charitable missions.