FINVIA Masterclass
More efficient decisions, faster analysis and long-term security - the right asset controlling can be a decisive lever for the development of wealth . In a growing investment universe, it is becoming increasingly difficult for investors to maintain a comprehensive overview of their total assets in the face of increasingly diversified portfolios. Many underestimate the importance of a holistic view of all income and expenditure. What are the biggest challenges in implementation? What does effective controlling need to include and what impact does the increasing complexity of client structures have on the process?
Patrick Heidemanns and Martin Vennedey answer these and other questions in the seventh part of the FINVIA Masterclasses. As family officers at FINVIA, they are in daily contact with our clients and therefore know exactly how crucial an optimized flow of information is for the growth and sustainability of your wealth .
FINVIA Masterclass
More efficient decisions, faster analysis and long-term security - the right asset controlling can be a decisive lever for the development of wealth . In a growing investment universe, it is becoming increasingly difficult for investors to maintain a comprehensive overview of their total assets in the face of increasingly diversified portfolios. Many underestimate the importance of a holistic view of all income and expenditure. What are the biggest challenges in implementation? What does effective controlling need to include and what impact does the increasing complexity of client structures have on the process?
Patrick Heidemanns and Martin Vennedey answer these and other questions in the seventh part of the FINVIA Masterclasses. As family officers at FINVIA, they are in daily contact with our clients and therefore know exactly how crucial an optimized flow of information is for the growth and sustainability of your wealth .
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