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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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