Investment & Financing

CFE is one of the long-established and professional providers of consulting services for companies in the asset management industry. We are well aware of all the requirements of investors (institutional, asset management and retail investors). Our years of experience have led to the development of asset management solutions for all relevant markets and asset classes.

The main focus is always on optimizing all relevant elements of value chains and their interdependencies.

In a dynamic environment characterized by negative interest rates and declining margins, the challenges facing asset managers and depositaries are constantly evolving. The increasing density of regulation, embedded in ever more complex financial and capital markets, brings far-reaching changes for all capital market participants. In view of increasing digitization, a large number of measures are being implemented to reduce costs and increase efficiency in order to secure the company's long-term competitiveness.

Our range of measures includes "Robo-Advise", "Robotics-Orocess-Automation"(RPA) and "Big Data".
We offer customized solutions for all core elements regarding investors, distributors, funds, asset managers and other asset services.


In addition, we always check:

  • Regulatory and supervisory requirements
  • Compliance and Anti-Money Laundering
  • Portfolio and risk management
  • Fonds accounting and reporting
  • Market analyses & optimization of business models
  • Business transformation, sourcing and process optimization
  • IT architecture, IT compliance, data management
  • Digitalization (Robo-Advise, RPA, Big Data etc.)


Apart from the classical investment or financing through known sources, we are also the contact for you in the following areas:

  • Follow-up financing
  • Equity capital /risk capital
  • Equity support
  • Optimization of the collateral structure
  • Credit Extensions
  • Debt restructuring
  • Optimization of the equity and debt capital structure
  • Interest and repayment negotiations
  • General brainstorming to reduce borrowing costs
  • Negotiations on waiver of claims

As certified subsidy consultants, we are also always informed about current German and European subsidy programs.


Outstanding Expertise

We are at home in local and international investment management. With our team of specialists, we ensure that we always bundle and deploy the best possible synergetic compositions of our Performance Centers for you.

Creativity and diversity meets reference

Our fresh perspectives and angles on things take the mainstream approach as a basic component and use it to develop strategies that are precisely tailored to you. Our innovative approaches hit exactly the pulse of the capital markets. Let us help you shape your future based on our information and knowledge advantage. Intelligently networked, we bundle our international expertise and experience for a sustainable service offering. 
Effective support is our mantra.

Please contact us for our services. We look forward to working with you!