The Pentagon Group Welcome

Wealth Management / Family Office Advisory

Thanks to the knowledge gained in financial domain, The Pentagon Group is able to support individuals and families through highly personalized financial advisory and portfolio management services, with the purpose to increase and to protect their wealth.

Asset Management / Portfolio Management

Thanks to the advanced management skills developed in the institutional asset management with quantitative and absolute return approach, The Pentagon Group offers a full range of innovative investment strategies to institutions and investment funds, with high-standard results.

Pentagon GP Luxembourg is acting as a General Partner for servicing the needs of Institutional and Private clients ranging from Entrepreneurs, HNWI, Investment firms, Corporate institutions, Family Offices and Foundations.

Pentagon's entities may involve any type of activity, such as investment in any type of assets (Private Equity, Real Estate, Art; etc.) or any type of investment portfolio in bonds, shares, funds, derivatives, commodities. etc.

While completely shielding our clients from the burden of daily operational and structural management, our objective is to embark on long-term relationship with our clients while preserving assets in full respects of our common values: focusing on strong ethics, best business practices and robust code of conduct.

Beneficial for Alternative Investments, Real Estate, Private Equity objectives or special transactions, The Pentagon Group’s Dedicated Wealth Structuring Solutions can offer advantageously transparent and confidential structures to Institutional and Private capital.

The Pentagon Group is specialising in Wealth Management & Asset Management services, via access to external asset managers with proven track-record based on strong quantitative and risk-management skills ranging from traditional funds and alternative funds to tailor-made advanced capital guarantee solution with an expertise in Structured Alternative Management* combining a) capital markets & alternative asset management to enhance yield - and optionally b) capital guarantee structured solutions to finance economic projects**.

Our investment solution experiences in capital guarantee structured allows for advanced selection of performance engines from a wide universe, such as index, basket of funds, credit, hybrid, inflation, volatility as well as cash/yield enhancement gearing.

*Open architecture solutions via a top broker 's allowing The Pentagon Group to access to 25 top-tier investment banking institutions:

US: Goldman Sachs, Morgan Stanley, JP Morgan, Citibank, BoFA Merrill Lynch

Europe: CDC, SocGen CIB, UBS, Credit Suisse, ING, Loyds...

Asia: HSBC, Nomura...

The Pentagon Group provides dedicated solutions aiming at:

A-Structuring & Managing Assets - subject to market regulatory approval

Discretionary Investment Management mandates

Financial Markets & Investment Strategies Allocation

Risk Profiling / Portfolio Construction & Review / Asset re-Allocation / Reporting

Capital Guarantee Structured Products co-design (primary market only)

->Dedicated Fund Management solutions via our CSSF-regulated Luxembourg AIMF-compliant architecture of sub-funds: SIF (Specialised Investment Fund) or RAIF (Reserved Alternative Investment Fund)

B-Clearing Financial Transactions

Special Purpose Vehicles acting as secure and transparent Clearing House between counterparts

C-Financing Economic Projects**

As a further step to traditional Lombard credits, the Pentagon Group has designed an advanced credit technique available via 4 investment banks allowing up to 75% LTV with no interest payment

For further information, please email us at contact@pentagonleaders.com