“They just want to sell us something”, is the statement of some foundation representatives when it comes to consulting, banks, and family offices. Often not without good reason: Consultants offer many services that may not be suitable for individual foundations. Many banks have positioned themselves well in this area, and […]
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“No consulting without a concept” – so often the frightening response of consultants to inquiries from customers for projects. Justified prejudices or unfounded criticism, that remains to be seen: In this case, the service provider may not be directly accused of not simply wanting to work into the blue, but […]
The International Family Office Forum will take place in Zurich from 5 to 6 November. The independent industry expert Markus Hill will moderate a panel discussion with decision-makers from family offices on the topics of asset management, asset allocation, and due diligence. IPE Institutional Investment Editor-in-Chief talked to him about […]
“So see who binds himself eternally” – Investments in real assets are currently in demand due to the low-interest-rate environment. The trade press, providers, and investors are dealing with this topic intensively. The financial industry communicates strongly with the financial industry, many areas of the real asset world are often […]
“The only thing we have to fear is fear itself” (Franklin Delano Roosevelt) Many foundation decision-makers, but also other experts in the field of fund selection could understand this sentence of the then US president, deliberately taken out of context, differently: The selection of endowment funds can be carried out […]
“One should not carry owls to Athens”, in the figurative sense of the fund industry, this would probably mean that many news items would have no news value. More than new products, there are more frequent investment rates, a return of the familiar in a new outfit. Interestingly enough, fund […]