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IMPACT INVESTING IN EUROPE

Impact investing is finally coming to Germany and Europe, after it existed for some time in the Anglo-Saxon world. The GIIN (Global Impact Investing Network) defines: “Impact Investments are investments made with the intention to generate positive, measurable social...

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THE IMPORTANCE OF TRAINING IN TODAY’S PRIVATE WEALTH

The financial services industry continues to change – not only due to the significant financial crises (Lehman, Covid-19) and the continuing regulatory changes, but also due to digitalization, changing requirements from the Next Generation of wealth owners or the increasingly product-driven...

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The BeeWyzer Robustness Score Tool – THE ROBUSTNESS OF YOUR WEALTH

Everybody wants his wealth to be organized in a sustainable way. And when I use the term sustainable, I mean two things: Investments obviously should contribute to making this world a better place and investments should be structured as to withstand external shocks.

Diversification is usually the...

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Privacy and self-control of family fortunes – Family Offices continuously on the rise

Undoubtedly, more and more (single) family offices are continuously being set-up around the world. This is mainly due to the following reasons:

The significant increase in the number of millionaires / billionaires particularly in the world’s growth regions, the continued strive for...

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Merchant banking approach of families of wealth

Is a Family Office today, what a Merchant Bank was in the past ?

Let me explain: In former times, the Anglo-Saxon merchant banking institutions, run by entrepreneurial families like the Rothschilds or the Warburgs, were traditionally combining private and institutional banking services for their...

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Growing importance of impact investing

Uncategorized Sep 04, 2020

As part of the search for new and interesting assets classes, impact investing increasingly comes into the fray…, although many people argue that all investments are impact investments, as any investment will have an impact (be it good or bad) on society and / or the environment....

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Factors to consider when deciding on setting up a Family Office

People often ask how big the wealth should be for a Family Office to make sense. In the EY Family Office Guide, written some time ago, the team decided that a level of USD 200m would be the minimum for a Family Office. But other sources state higher values around for example USD 500m. A decision...

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