19/10/2021
ASSET ALLOCATION: FAMILY OFFICES VIEWS (21.102021 - PANEL DISCUSSION) - "The geopolitical and financial worlds are changing rapidly and are requiring investors to reassess their allocation strategies. COVID-19 leads to a higher need for risk management. How do supply-chain issues and trading inhibitions affect wealth management moving forward? There has been a rise of investable wealth leading to more single and multi-family offices, along with technological advancements and market disruption. Now, family wealth is focused on preservation rather than growth. How are family offices adjusting their asset allocations and strategies? How are costs adjusted to improve returns? How are family offices managing non-asset allocation investments that are interest-driven by principals and finding that delicate allocation “balance”? ( QUOTE - Moderator: Markus Hill, CEO & Founder, MH Services - Panelists: Thomas Borghardt, Member of the Board, Marcard, Stein & Co - J. Christian Stadermann, Partner, Logos Patrimon - David Pieper, Chief Executive Officer, Skyland Wealth - AGENDA „Private Wealth Forum Germany“ 20.10. – 21.10.2021 – TOPICS – INFORMATION / REGISTRATION - INSTITUTIONAL INVESTORS ONLY: Markets Group – PRIVATE WEALTH GERMANY FORUM)
Stellt sich eine Stiftung heute ein Fondsportfolio zusammen, dann tut sie das im Wissen um den Niedrigzins und um die wichtigsten Leistungsdaten verschiedener Fonds. Welche Anregungen könnten Stiftungen von Entscheidern in Family Offices erhalten? Mögliche Stichworte wäre hier Kalenderjahr, Anlag...