Only for registered FINVIA users
A representative survey of financial advisors from 2020 shows just how great the need for action is for wealthy people in Germany, according to which 96% of portfolios in this country are incorrectly positioned.
We think so: It's time to break new ground.
Using real customer situations, we show you how we create added value. The FINVIA brochure takes a closer look at the following topics:
- What does a customized investment strategy look like?
- What needs to be considered when managing liquid investments?
- What role should alternative investments play in wealth ?
- What is the right way to use real estate?
- Why is investment controlling so important?