GET THE BASIC KNOWLEDGE AND WISDOM FOR ORGANIZING YOUR WEALTH SUSTAINABLY!
- Do you find it increasingly difficult to trust service providers in uncertain times?
- Do you want a better understanding of the investment world in order to talk to the financial services industry at eye level?
- Do you want to have more control over your wealth and organize it better?
- Do you want a sustainable investing approach form ESG to impact investing?
Get the need-to-know on cash, bonds, stocks, investment funds including ETF (exchange traded funds), commodities and derivatives including simple hedging strategies.
Get the need-to-know on real estate, private equity, infrastructure projects and other real assets. Understand the difference of direct investments and funds and useful portfolio approaches.
Get the need-to-know on sustainability including ESG (ecological, social and governance factors), the UN sustainability goals and new ways of impact investing private equity style.
Get the need-to-know on new trends in the financial services industry since the financial crisis. Understand factor investing, ETF varieties, multi-asset portfolios, robo advisers and crypto.
Learn from 4 selected modules from the BeeWyzer NextGen Masterclass across 10 training videos and 4 worksheets. These allow you to repeat the video topics and deepen your knowledge.
from the financial industry - no product selling
tools that are applicable to your individual situation
all assets and non-financial aspects of a transfer
Impact Investing & ESG Environment, Society, Governance
MAKE THE MOST OF YOUR MONEY!
BeeWyzer is a provider of online training enabling you to structure, organize and invest your wealth better and get the oversight on advisers and service providers: with BeeWyzer you get into the driver seat of your wealth organization, allowing for better risk-adjusted returns, more sustainability and more self-confidence when dealing with the financial services industry.
You can continue to rely on advisers, hoping they will do a good job and treat you fairly. You can continue feeling at unease when talking to the financial services industry, hoping it will work out fine.
You can talk to friends and get their recommendations, read papers and magazines on private finance, google rankings of asset managers and hope these shattered pieces of information will fix everything.
You can start your wealth enabling journey with BeeWyzer, get the knowledge, the wisdom, and the tools to become enabled, and get it right: talk to the financial industry at eye level, design your own strategy, pick the best service providers and control their performance. Or to cut it short: get into the driver seat of organizing your wealth!
MEET YOUR COACHES
Your coaching team: Tessy Antony de Nassau will be your masterclass guide on this journey. Your wealth mentors are two experts that started BeeWyzer. Together they account for more than 50 years of experience in the financial services industry and in advising families of wealth - at banks, asset managers and family offices internationally.
After an impeccable educational journey Tessy Antony de Nassau decided to put theory into practice. She actively promotes a number of issues, including global health and women’s rights. She is passionate about pushing her different agendas to benefit the Sustainable Development Goals and has committed her time and energy to furthering the work of organisations in which she believes in. Moreover, she is actively committed to strengthening basic human rights for all and empowering young women and adolescent girls around the world. She got bestowed the Dame Grand Cross of Order of Adolphe of Nassau from HRH Grand Duc Henri of Luxembourg. Moreover, she received the Woman of the Decade award from the Women Economic Forum in January 2017, the Humanities medal for spreading humanistic ideas worldwide and the Global Empowerment Award for her work in Africa. She was named “Leader of the Year 2019” by the Leadership Academy in Luxembourg.
Peter Brock is particularly familiar with wealth structuring, real assets, private equity / venture capital and sustainable investment strategies. He holds the Certificate in Family Wealth Advising from the US institute FFI and is a former chartered accountant. He has worked for investment banks and for Ernst & Young.
He is also an expert in entrepreneurial direct investments from evaluation to transaction execution. This unique combination has made Peter the go-to person for small and mid-cap business owners, looking for advice in matters of wealth and succession planning including M&A transactions. He is currently involved in founding the Federal Initiative for Impact Investing in Germany. Other stations in his career include: Deloitte and WestLB in London and IMAP M&A Consultants. Peter speaks German and English.
Christian Stadermann has three decades of experience in the financial industry, in financial markets, private wealth and asset management. He is a Certified Financial Planner and has experience in risk management and controlling. He has worked in Germany and Switzerland and managed a family office of the Quandt family.
His prior experience includes the UHNWI business at Sal. Oppenheim and Credit Suisse in Zurich. Christian started his career in equity sales and private wealth, heading the International Private Banking Center of Deutsche Bank in Frankfurt. Serving clients in EMEIA, Asia and the Americas from affluent to UHNWI, he could gain a global view of the wealth industry. He is fluent in German, English, Italian and Spanish. Christian is a Certified Financial Planner and experienced with philanthropic foundations, heading the council of a German foundation for a long time himself.
You will save more on your investments than you pay now for your training!
The BeeWyzer Method leads you through the jungle of financial products and services with a language everybody understands.
You will get the knowledge and techniques to understand, select and control your financial service providers, when you implement your plan. You will be more confident in your decisions and in a better negotiating position with service providers.