“A lot helps a lot” is the common sales philosophy of many independent asset managers. The more calls, the more appointments, the more tickets – this is often the unspoken acceptance of this approach. The result is a high density of appointments combined with a large number of minutes of […]
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“There is hardly anything in this world that someone cannot make worse and sell a little cheaper, and the people who are guided only by price are the rightful prey of such machinations” (John Ruskin). Service providers such as family offices and asset managers charge customers for their services. It […]
“A chain always breaks at the weakest link” – many projects in the investment industry can be characterized by this simple statement. As soon as projects are planned, factors such as personnel, networks, and capital play a role, and the discussion about bottlenecks begins at the end. Whether it is […]
“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 […]
“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 […]
Languages can build bridges, languages can separate: A realization that can often also be gained in the field of asset management. Trade journals, specialist publications, and experts do not always speak the language that seems appropriate for the desired target group. Many foundations have investment needs, many foundations attend specialist […]