Dear Clients We would like to draw your attention to our conference call on Friday, February 11 at 10.00 AM to which you are kindly invited. (In case you won’t be able to attend: The call will be recorded and you can find the link on our homepage under News.) The purpose […]
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Mindfulness means that we dwell completely on what we are doing without allowing ourselves to be distracted” (Dalai Lama). Markus Hill spoke for FONDSBOUTIQUEN.DE with Alexander Scholz, TELOS GmbH, about topics such as fund boutiques & COVID crisis, “webinar fatigue” versus face-to-face, as well as ESG and the importance of […]
When a foundation puts together a fund portfolio today, it does so in the knowledge of the low-interest rate and the key performance data of various funds. What suggestions could foundations get from decision-makers in family offices? Possible keywords here would be a calendar year, investment style, performance as a […]
Do wealth managers need to, and can they reinvent themselves? Do wealth owners still need a wealth manager? Given the news of misconduct and negative consequences for investors, the industry’s creativity to move into new fee areas, and the rise of digital challengers that offer a distinctive client experience and […]
“What we do today decides what the world will look like tomorrow.” (Marie von Ebner-Eschenbach) In an interview with Markus Hill, family entrepreneur Florian Riedel, Krebs & Riedel Schleifscheibenfabrik, talks about impact investing, sustainability, and the multigenerational approach. The similarities between the real economy and the financial sector are also […]
As someone who has been an investor and fund manager in the commodities sector for over 20 years, it is hard to avoid reading this book presented here, “THE WORLD FOR SALE” ((Javier Blas & Jack Farchy). I didn’t want to read it, as one could expect the usual unqualified […]