The capital market is undergoing profound changes: In addition to the current impact of the COVID-19 crisis and the regulation, (socio)political issues are getting more and more attention. We take a look at the integration of ESG criteria in asset and wealth management today.
This paper discusses the evolutionary pressure on financial services companies and their strategic advantage of being able to integrate modern software architecture into a legacy environment.
The coronavirus clearly demonstrates to investors that exogenous shocks have a substantial impact on financial markets.
It is time to rethink wealth planning! Short- and long-term financial goals require a goal- and scenario-based optimisation.
Our CEO, Stephanie Feigt, analyzes if there are differences in the way men and women invest. Is successful investing a question of gender?
We take a look at the determinants of the optimal investment strategy for each client.
The classical advisory approach based on the risk profiling required by regulators hardly creates tangible value for private clients.
The benefits of a goal-based advisory process built on a realistic risk framework