IT'S NOT AN ASSET CLASS, IT'S AN ACCESS CLASS.
Mark Identification

IT'S NOT AN ASSET CLASS, IT'S AN ACCESS CLASS.

Serial Number

79418449

Filing Date

Jan 13, 2025

Trademark by

MATTERHORN BETEILIGUNGS GMBH

Classification Information

Business management; business administration; preparation of tax reports; business assistance, management and administrative services; business analysis, research and information services; business accountancy services [document entry and audit, balance control and inventory audit]; takeover of secretarial duties; asset controlling [accountancy services in asset affairs]; accountancy services for assets [document entry and audit, permanent balance control and inventory audit]; controlling for shareholdings/illiquid investments; controlling of equity holdings

Advertising and Business

Financial controlling [analysis of and reports on financial affairs]; finance services; monetary affairs; financial management; financial consulting; financial investment advisory services; investment advice; wealth management for third parties; financial advisory services relating to family financial investments; financial planning as holistic strategic planning including tax planning and succession planning in financial matters; financial risk management services, namely investment risk assessment services and financial risk monitoring services; finance services; financial services, namely providing advice relating to strategic financial portfolio and asset structure development; financial and investment consultancy services on strategic portfolio allocation and investment strategy implementation; financial advisory services in the nature of providing financial information for the selection of custodian banks and asset managers, including debt settlement negotiation services and refund management services; financial asset management, namely coordination and control of custodian banks and asset managers [settlements, costs, securities selection, liquidity management, credit ratings, performance, benchmark indices]; financial services, namely monitoring compliance with investment guidelines; financial analysis and advice on mandating asset managers; providing support and advice relating to current and saving accounts; financial services, namely investment management including representation in relation to investment companies and preparation of votes; safe deposit services for all contract, bank account and deposit documents; preparation of investment reports and transaction overviews; financial valuation of shareholdings and illiquid investments; financial management of shareholdings including financial evaluation; analyses of total assets including scenario analysis [financial service]; arranging of financial investments in private equity sector, agriculture and forestry, as well as investments in the development of infrastructure; administration of alternative types of investments in private equity, development of infrastructure, forestry and agriculture [financial service]; financial advice and consultancy services; property investment services; real estate management; appraisal and evaluation of real estate; advisory services on foundation and foundation management with regard to finances; insurance services; estate planning services [financial service]; trusteeship; escrow services; financial trust management; trusteeship; trust investment services; administration of trusts; trusteeship of financial futures contracts; estate trust management; trusteeship of money; trusteeship of fund assets; trustee services; trust management; investment trusteeship; financial trust planning; investment trust advisory services

Insurance and Financial