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Investing made easy
We write about the situations we actually work through with clients. How to manage larger wealth, build a portfolio, get through a period of declines or prepare wealth for the next generation. Without investment jargon, and with the emphasis on decisions that make sense within a long-term plan.
He made Prague his home. His wealth is still international.
He lives in Prague but holds assets across several countries and currencies. A model story of how we brought them together into one investment strategy.
How many portfolios do you actually have? On diversification that makes sense
Equities, bonds, property, private equity, different regions, currencies or strategies. The number of investments and accounts still says nothing about how well the wealth is really diversified.
What do we actually pass on to our children?
Families who build wealth over decades sooner or later face the same question. How do you make sure the capital serves not only this generation, but the next one too? The answer does not lie only in the size of the assets or in the right investment strategy.
ESG, SRI and Impact Investing: When Money Has a Soul
We all invest for returns. But what if your investments could earn and also help? A reflection on values, meaning, and the footprint we leave behind.
He sold his company. What now for the capital he built over twenty years?
After a company is sold, a large part of the owner’s wealth turns into money in an account within a short time. A model story from practice shows how a structure grows out of it, one where every part of the capital has a role.
How to Preserve Family Wealth? 900 Years of British History
Why are some families able to pass on their status for centuries, while other wealth disappears within just a few generations? Research spanning almost 900 years of British history shows that the longevity of family capital rests on foundations far broader than money alone.
In the folder her father left there were fourteen statements and one business card
A model story of a client who inherited a portfolio from her father. Why the first step does not have to be a change, and why a good portfolio need not suit its new owner.
Investing for children: how to build wealth and hand it over at the right time
From what age to invest, whose name the account should be in, which instruments and taxes to consider and when to hand the wealth over. Investing for children seen as part of the family wealth.
Does the 60/40 Portfolio Still Work in Today’s World?
Can a portfolio be properly diversified and still carry more risk than you think? The 60/40 model has been a cornerstone of investing for decades. But markets have changed. What happened, and why is this classic strategy once again at the center of the debate?
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