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wealth management

wealth management

Wie aktive ETFs moderne Portfolios ergänzen und langfristig stärken

18.11.2024

Florenz Dietz

In Kombination mit einer langfristig ausgerichteten Portfolio-Gesamtstrategie bieten aktive ETFs eine wertvolle Option, um flexibel auf Marktveränderungen zu reagieren. Welche Rolle spielen sie in einer modernen Vermögensstrategie?

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Wie aktive ETFs moderne Portfolios ergänzen und langfristig stärken

wealth management

5 steps to reduce complex wealth structures

As wealth grows, so does its complexity and the challenges for its owners. So how can you master these and ensure that you and your family always have an overview and a sound basis for decision-making? Senior Family Officer Christina Hartner on the 5 steps to wealth decomplexing.

wealth management

Securing livelihoods and assets in a European war scenario - a thought experiment

A war in Europe is unlikely. Nevertheless, let's ask ourselves the question "What if?" and discuss how you could protect yourself, your family and your wealth if the worst came to the worst and what steps you would need to take.

wealth management

Against all risks - how high-net-worth individuals protect their assets

If you own something special, you want to protect it. Insurance seems obvious, but it quickly becomes a challenge due to strict restrictions. But what if there was a model that would almost always step in? In this interview, Lothar Henning talks to Frank Buchholz, Partner at Hoesch&Partner, whose wealthy clients are increasingly using comprehensive all-risk solutions.

wealth management

Company sale - and then?

Selling your company gives you time for new projects and a significant increase in assets. But what comes next? Senior Family Officer Beatrice Reed sheds some light on the subject and explains why entrepreneurs are increasingly relying on the services and offers of family offices.

wealth management

Concentration risks on the US equity market and how to avoid them

We are currently seeing a high concentration of large technology companies such as Apple and Google in leading share indices such as the S&P 500 and the MSCI USA on the US stock market. A constellation reminiscent of the dotcom bubble in 2000. So what can investors do to avoid the risk of overvaluation in their portfolio?

wealth management

Capital market forecasts for the 2024 US elections

In 2024, Democrats and Republicans will once again face each other in the US presidential election. A decision that will not only have political consequences. What predictions can be made for the capital markets in the event of a Biden or Trump victory? And what should investors hope for to ensure a good investment period?

FINVIA

The family office for professional sport

FINVIA Sports is the name of the new offer from FINVIA in cooperation with Oliver Bierhoff. An offer that is particularly aimed at professional athletes. But what exactly does this mean and how do their needs differ from those of other Family Office customers? In his article, co-founder Mathias Jauch explains what is important for wealth management in the sports sector.

wealth management

From wealth accumulation to generational planning:

From wealth accumulation to generational planning, one investment goal is never the same as another. So what should investors consider before deciding on certain asset classes? What questions need to be clarified in advance and how do their answers affect the individual strategy?

wealth management

Decisive investment tips from 30 years

Find out first-hand which warning signals you should look out for and how you can assess market sentiment in order to make informed investment decisions.

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