The Pentagon Group Services
Pentagon's entities and services 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.
We provide dedicated solutions revolving around setting up investment vehicles and innovative investment products.
We use powerful tools to give investors an exposure to risk and return profiles that suit their objectives.
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Thanks to the knowledge gained in financial domain, The Pentagon Group is able to support UHNWI individuals and families through highly personalized financial advisory and portfolio management services, with the purpose to protect and to increase 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 family offices, institutions and investment funds, with high-standard results.
- Focus on clients' investment management
- Total Independence from any bank
- No conflict of interest
- Transparent fees structure
- 100 % open architecture with access to external investment banks and investment funds
- Flexible market-adaptive and innovative solutions
A-Structuring & Managing Assets - subject to market regulator's approval (CSSF in Luxembourg)
- Portfolio construction is designed together with each client; investment scope is set within strict risk parameters, specific investment guidelines and frequency-defined reviews & reporting to allow for adequate re-allocation.
- Mandates are tailor-made to each investor’s needs and objectives.
- The Pentagon Group is specializing in monitoring, allocating and providing bespoke solutions via asset managers, with proven track records based on strong quantitative and risk-management skills ranging from traditional to alternative funds, as well as advanced tailor-made capital guarantee products. 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 enhancement gearing.
Dedicated Fund Management solutions
By renting a compartment (sub-fund) in an already existing fund structure (umbrella fund), as clients you benefit from a fully CSSF-compliant AIFM structure to launch your own fund. This third-party architecture deals with on-going compliance work and risk management, and provides central fund administration and executive board. Thus we/you can concentrate on managing your AIF.
- B- Financing Economic Projects
- Starting at Euro (or USD) 30 Million minimum requirement, Pentagon GP offers access to credit lines via investment banks, direct lenders and single family offices as an alternative path to project funding.
- We are also specialising in combining capital markets & alternative asset management to enhance yield using capital guarantee structured solutions to finance economic projects.It can be used to finance granular assets such as residential real estate. It can also be used to finance non-granular assets such as commercial real estate or factories/plants.
- The Pentagon Group is aiming at supporting clients with their funding needs in significant development for single or multi-family real estate financing needs, developments and acquisition projects, alternative energy and business acquisition/expansion. We can make available high LTV funding (up to 75%) capabilities (with a unique zero interest payment technique).
C- Escrow Account Services: Clearing Financial Transactions
Companies use escrow accounts for several key reasons:
Protection and Security: Escrow accounts provide a secure way to hold funds or assets until all transaction conditions are met, protecting both parties from potential financial loss
Confidentiality, Trust and Transparency: By involving a neutral third party, escrow accounts enhance trust and transparency between transactions participants, ensuring funds are only released when agreed terms are fulfilled
Risk Mitigation: They help mitigate risks in complex or high-value transactions by ensuring compliance with legal and contractual obligations
Efficiency and Convenience: Escrow accounts streamline transactions, simplify payment management, and facilitate dispute resolution.
Escrow accounts also help prevent fraud by acting as a neutral third-party intermediary that holds funds securely until all contractual obligations are met. This setup ensures that neither party can access the funds prematurely, reducing the risk of scams and deceitful practices.
Escrow services verify the condition of goods or services and facilitate secure payment handling, preventing fraudulent sellers from absconding with money without delivering the promised product or service.
Additionally, escrow accounts provide safeguarding of funds or assets, which are crucial in preventing fraudulent activities.
D-Multi-Family Office exclusively from our Luxembourg office
Family Office Services with a Strategic Advisory focus on portfolio management and economic project financing combining our expertise in capital & financial markets to engineer alternative funding, tailor-made solutions for our clients.