Should I choose UPES or Thapar?

Investment Limited Partnership - Ireland's future fund structure

Investment Limited Partnership - Ireland's fund structure of the future Torsten Schlag As Head of Relationship Management at Crossroads Capital Management Limited, Torsten Schlag is responsible for the acquisition and support of sophisticated fund initiators and asset managers in Ireland, Luxembourg and Germany. He also shows himself for the integration of Crossroads Capital Management Limited into Hauck & [...]

The subscription economy as an investment: balance sheet after one year Nolan Hoffmeyer Nolan Hoffmeyer is responsible for the subscription economy strategy. He is also co-manager of the AI ​​& Robotics strategy and has 7 years of experience. He previously worked at Pictet Asset Management (since 2012). Nolan graduated from the University of St. Gallen with [...]

Investing in Asia - Markets that are simply “too big to ignore” Barbara Claus Barbara Claus works at Scope Analysis GmbH as Director Mutual Funds Analysis. She discovered her passion for the finance and investment market during her training at the Frankfurt School of Finance & Management. After four years as [...]

Capacity shortages in the container freight business With global GDP falling by around 3.3 percent in 2020, global economies plunged into the deepest recession since the Second World War. Cyclical sectors such as the energy industry (oil and gas) or aviation were particularly hard hit by the COVID-19 pandemic. Hubertus Clausius Hubertus Clausius is portfolio manager and [...]

FNG seal: start of applications for the quality standard of sustainable investments Independent guidance is more in demand than ever Roland Kölsch Roland Kölsch (born 1974, graduate in business administration) has been managing director of the Quality Assurance Society for Sustainable Investments (QNG) since January 2017, which is responsible for the FNG seal. It contributes through the certification of financial products, through expert reports and the development of standards and services for the quality assurance of sustainable [...]

ETFs for virtual money and interesting alternatives Nicolas Sender Nicolas Sender has been a blogger on the Internet for more than 7 years and writes articles for various online magazines. His focus is on business, technology and entertainment.

5 ways to create added value with government bonds now. Is there a government bond strategy these days that provides you with adequate income, shows your backbone in difficult market phases and is liquid when required? The answer is a resounding “yes” when you look at the asset class from the right angle. Tamara Trinh Tamara Trinh, CFA, is the managing partner of the fund boutique MakroWerk [...]

The metamorphosis of a fund boutique - Patriarch strongly reoriented! Seldom have there been so many new developments around the Patriarch at the same time as there are currently. Some outsiders even speak of "the new patriarch". So it is all the more important to keep an overview and the clear direction and to sort the multitude of new topics exactly once [...]

"Successful sales of funds - data and reports with USP potential" Very few sales from fund providers still spend a large part of their time in the actual sales business. More and more resources have to be used to ensure that regulatory requirements are met and (potential) customers are provided with everything that is now considered a basic requirement for a business relationship: data and reports. [...]

Cybercrime - Information security requirements in the financial sector Christiane Pankewitsch Christiane Pankewitsch works as a fully qualified lawyer in the legal department of Hauck & Aufhäuser Privatbankiers AG, Luxembourg branch. Her focus is on banking / capital investment / investment law. For several years she has looked after and accompanied the respective companies of the Hauck & Aufhäuser Group with regard to banking law as well as [...]

"Don't lose - you don't have to make up for what you don't lose" Jörg Scholl Jörg Scholl has been an expert in fund and asset management, with a focus on stocks and derivatives, for more than 27 years. After studying at the EBS University of Economics & Law and working for several years at EY Wirtschaftsprüfung, 4 [...]

"Cannabinoid Research and Innovation - Germany has been the shining example for the past five years" Bruce Linton Bruce Linton is a recognized leader, visionary and entrepreneur in the cannabinoid industry. He shares his industry knowledge, his network and his expertise as chairman of ÓSKARE CAPITAL, where he is responsible for strategic management and is on the investment committee [...]

Protect equity investments in downward spirals ?! With security mechanisms and digitization in turbulent times, Prof. Dr. Daniel Schallmo Prof. Dr. Daniel Schallmo is an economist, management consultant and author of numerous publications. He is Professor of Digital Transformation and Entrepreneurship at the Neu-Ulm University of Applied Sciences and a member of the Institute for Digital Transformation there. Before that he was a professor at the [...]

Investing with a positive impact - How impact investing advances social and ecological innovations Dr Markus Freiburg Dr Markus Freiburg is the founder and managing director of FASE and combines his extensive strategy and financing expertise with a passion for social enterprises. He is a recognized expert in social finance and, through his membership in the Expert Group, takes on [...]

Increasing regulatory requirements in asset management - from "nice to have" to minimum requirements of institutional investors Nikolaus Sernetz Nikolaus Sernetz is the founder and managing director of Fenion GmbH. He studied international business administration at the Vienna University of Economics and Business and headed the department for "Fund data and regulatory reporting" at Deloitte Austria. Sernetz is a lecturer at the BFI Vienna University of Applied Sciences [...]

Trends in the financial sector in an index: TREND FINDEX Marco Feiten Marco Feiten is Managing Director at Luxembourg-based CURE Intelligence. The company stands for expertise in media monitoring and analysis, data intelligence and social media marketing. After studying business administration, the trained banker initially worked for a medium-sized asset manager in the Stuttgart area in [...]

A sea of ​​opportunities with ocean technology investments Thomas W. Pedersen Thomas W. Pedersen is an Investment Director and Partner at Storm Private, a division of Storm Capital Management AS. Mr. Pederson has over twenty years of investment banking and asset management experience. After 15 years at Goldman [...]

"Finances have to be sustainable in order to serve as a solution to our current challenges" Denise Voss Denise Voss is a member of the supervisory board of flagship funds of the most important fund initiators. Ms. Voss has been working in the financial sector in Luxembourg since 1990 and left Franklin Templeton in March 2020 after 25 years, where she worked as a Conducting Officer and member of the board of the Luxembourg [...]

GameStop: a lesson in terms of stock exchange culture Although the capricious prices surrounding the game retailer GameStop have calmed down a bit in the past few days, the flash mob emanating from social networks should go down in stock market history. Thomas Soltau Thomas Soltau has been CEO of the Berlin-based finance portal operator wallstreet: online capital […], which was founded in 2000, since January 2014.

20 years of FNG - an inventory On January 25, 2001, various sustainability pioneers in the financial sector met in the halls of the ICC in Berlin to found the FNG - Forum Sustainable Investments e.V. Angela McClellan Angela McClellan has been Managing Director of the Forum Sustainable Investments e.V. for Germany, Austria and Switzerland (FNG) since June 2018. [...]

Investing in Megatrends: Cybersecurity Günther Schmitt Günther Schmitt has been working in the fund management of Raiffeisen Capital Management since 2006. He is the fund manager responsible for Raiffeisen-MegaTrends-Aktien and Raiffeisen-Österreich-Aktien. Günther Schmitt's training includes a degree in commercial science from the Vienna University of Economics and Business and the ÖVFA's financial analyst course.

Cross-border distribution of investment funds: New EU directive and regulation New specifications in the distribution of alternative funds - private placement under greater pressure Ebru Yalcin Ebru Yalcin (LL.M. Business and Tax Law) is a director in the Global Fund Distribution (GFD) department at PwC Luxembourg. It focuses on the country-specific legal and regulatory requirements relating to the cross-border [...]

"Eight out of ten investors think that government bonds are losing their positive properties" Given the low interest rate environment, government bonds hardly generate adequate returns. What properties must investment forms meet in order to qualify as an alternative to government bonds? Michael Günther Michael Günther is portfolio manager at Tungsten Capital, an asset management company based in Frankfurt am Main. The multi-asset long / short fund he manages [...]

"The consumer remains the most important driver of the transformation" The transformation of Europe towards a more sustainable economy - the European Circular Bioeconomy Fund (ECBF) launched in October 2020 not only wants to participate in this transformation, but above all want to invest in it. Dr. Michael Brandkamp Dr. Michael Brandkamp studied economics in Münster, Nairobi and Bonn and did his doctorate at [...]

Revival of offshore wind power For a sustainable value chain it is essential that the required energy comes from renewable sources, which leads to the next construction site: the environmentally friendly production of electricity. Jörg Scholl Jörg Scholl has been an expert in fund and asset management for more than 27 years, with a focus on stocks and derivatives. After studying at the [...]

"In 2021 I will make a childhood dream come true: windsurfing in Silvaplana" Thomas J. Caduff Thomas J. Caduff is CEO of Fundplat GmbH in Zurich. He has been in the financial industry for around 40 years. His professional positions included the stock exchange commissioner for the Canton of Zurich, Bank Vontobel, Credit Suisse and UBS. Thomas J. Caduff served [...]

Technology Sector: Decisive in Shaping a New World The COVID-19 pandemic has turned work and private life upside down around the world. Technological innovations and communication tools play a crucial role in overcoming the challenges that arise. Lei Qiu Lei Qiu is portfolio manager for the International Technology portfolio and senior research analyst for thematic and sustainable equity portfolios with a focus on [...]

Capital Requirements Directive (CRD) V - The current status in Luxembourg On July 27, 2020, the draft law No. 7638 was submitted to the Luxembourg Parliament (chambre des députés), the implementation of the CRD V in national law has until December 28, 2020 respectively. Mevlüde-Aysun Tokbag Mevlüde-Aysun Tokbag is partner and lawyer at Wildgen S.A. and […]

"It's about a holistic lifestyle program for people of all ages" Martin Blättler Martin Blättler, born in 1969, is the founder of the real estate and finance platform "well be". In addition to his management role as project developer at "well be", the qualified architect works in the family-run architecture office in Zurich and can rely on his company, Blättler Architekten AG, on a more [...]

Now it's getting serious about sustainable investments - "I make the world for myself - widdewidde as I like it" is over. About the MiFID-II target market concept and the role of the supervisory authorities Roland Kölsch Roland Kölsch (born 1974, graduate in business administration) has been in business since January 2017 Managing Director of the Quality Assurance Society for Sustainable Investments (QNG), which is responsible for the FNG seal, among other things. It carries through [...]

COVID-19 vaccine gives corporate bond market new impetus Mondher Bettaieb Loriot Mondher Bettaieb Loriot joined Vontobel Asset Management in January 2010. As Senior Portfolio Manager, he is responsible for managing corporate bond funds and managing mandates for global aggregated bonds. Before joining Vontobel, Mondher Bettaieb Loriot was Credit Strategist at AXA Investment Managers [...]

Combating money laundering and terrorist financing on the assets side of investment funds Christoph Kraiker Christoph Kraiker studied business administration in his first degree and then completed a master’s degree at the European Distance Learning University in Hamburg. Since February 2019 he has been a member of the Management Board of Hauck & Aufhäuser Fund Services S.A. and is responsible for the areas of Client Relationship Management, Real Assets, Fund Management [...]

Hydrogen update: application in the air and in water Hydrogen stocks have been part of the “hot stocks” for some time and can be found at the top of the top lists of the most-clicked stocks. Jörg Scholl Mr. Scholl has been active in the area of ​​fund and asset management for 25 years. As founding managing director of Hauck & Aufhäuser Asset Management GmbH Munich, he signed [...]

Open real estate funds in Corona times: Resistant to crises thanks to new rules Due to the new regulation as a result of the financial crisis, open real estate funds are now much less susceptible to external shocks. Thus, minimum holding and notice periods have proven themselves in the Corona crisis. Robert Guzialowski Robert Guzialowski is Head of Real Assets Germany at Hauck & Aufhäuser Privatbankiers AG. In addition to sales and [...]

"We prefer high-quality investments at reasonable prices instead of mediocre investments at low prices" Gregor Nadlinger Gregor Nadlinger has been active in asset management and the securities business since 2002. Before that, the graduate in business administration worked for ten years in the software industry, where he devoted himself to the development of securities databases, trading and securities settlement systems, among other things. Since the […]

The ESMA letter on the envisaged reform of the AIFMD The European Commission (the "Commission") aims to adopt Directive 2011/61 / EU of the European Parliament and of the Council of 8 June 2011 on alternative investment fund managers (the "AIFMD") and propose any amendments. Mevlüde-Aysun Tokbag Mevlüde-Aysun Tokbag is partner and lawyer at Wildgen S.A. and has […]

Digitized working world The analog world of the past is changing - digitization is a new megatrend. The term “digitization” is mainly used in two different contexts. Wolfgang Pinner Wolfgang Pinner has been Head of Sustainable & Responsible Investments at Raiffeisen KAG since 2013. He started his professional career in 1988 at Erste Österreichische Sparkasse, changed [...]

About sustainability in the EU Sustainable Finance Action Plan - Part III: Long-term perspective Gesa Vögele Gesa Vögele has been a member of the management team at the Corporate Responsibility Interface Center (CRIC) since mid-2017. Before that, she worked for a professional association for sustainable investments for almost eight years. As early as 2004 she was working at a scientific institute with socially responsible and ethically sustainable investments. Gesa [...]

"We invest in companies themselves, not in shares as financial paper" Dominikus Wagner Dominikus Wagner, born in 1976, is a board member and co-founder of Wagner & Florack AG, based in Bonn and Cologne. In 2003 he founded the predecessor company of Wagner & Florack Vermögensverwaltung AG together with Christian Florack and changed its name to its current legal form in 2011. [...]

Support for the energy transition through hydropower investments Dieter Merz Dieter Merz, Managing Director of Renaio Capital GmbH, has been in charge of multi-asset portfolios and as CIO for the investment strategy in several well-known German private banks for over 20 years. In addition, he looked after UHNWIS, family offices and institutional clients. Since 2015 his focus has been on alternative investments and since 2008 [...]

Option premiums - the new interest rate? Money and capital market rates have been at a record low for more than a decade. Shortly after the collapse of Lehman Brothers, the motto came up: "The dividend is the new interest." Matthias Frie Matthias Frie has been Relationship Manager at Hauck & Aufhäuser Privatbankiers AG since 2000. He [...]

"Offering continuity even in volatile times" Jürgen Hermann Jürgen Hermann joined PTAM in 2018 and is Head of Portfolio Management there. With more than 30 years of experience in the securities business, he worked for 20 years as a division manager for asset management at two well-known private banks in Stuttgart before joining PTAM. During this time he drew [...]

"The Fundplat" Mountain Talks "will be the culmination of my professional career" Thomas J. Caduff Thomas J. Caduff is CEO of Fundplat GmbH in Zurich. He has been in the financial industry for around 40 years. His professional positions included the stock exchange commissioner for the Canton of Zurich, Bank Vontobel, Credit Suisse and UBS. Thomas J. Caduff [...]

"We recognize opportunities where others are not looking" To be independent of the fads of the capital market - the fund boutique TBF Global Asset Management has pursued this claim since it was founded in 2000. Peter Dreide Peter Dreide, born in 1964, is the founder and chief Investment Officer of the Singen-based asset manager TBF Global Asset Management. After his training as [...]

Revolution in the German capital market: Securities are going digital The legislature has drawn up a proposal for digital securities that could trigger a revolution in the German capital market. Dr. Johannes Blassl Dr. Johannes Blassl works as a lawyer in Frankfurt am Main in the field of banking and capital market law. There he advises companies and banks, among other things, on the use [...]

Growing interest in boutique funds Especially in the low interest rate environment, boutique funds offer creative investment concepts with distinctive unique selling points - however, they are often unknown and their initiators do not have the advertising budgets of large fund companies. The quarterly market overview 'BoutiquenFonds Radar' now brings transparency to the boutique market. Frank Eichelmann Frank Eichelmann has been accompanying and supporting independent asset managers for more than 20 years [...]

"The current crisis is also a great opportunity, from every perspective" Adam Golombek Adam Golombek, born in 1979, is the founder and managing director of Aschaffenburg Giesbrecht & Golombek VermögensManagement GmbH together with Heinrich Giesbrecht. A successful value investor for 20 years, he finally founded G&G VermögensManagement together with Heinrich Giesbrecht in 2011. In 2013 he received the Certified [...]

"We want to be problem solvers for our customers" Rolf Scheidt Rolf Scheidt is a member of the Board of Management of Hoerner Bank AG together with Ralf Hirschfeld and Christoph Winkhart. The banking specialist and banking economist began his career with the Heilbronn company in 1996, where he initially worked as an authorized signatory, later as managing director and general manager for asset management, insurance and [...]

“It certainly took courage and confidence to systematically plan the tour this year.” Undeterred by the Corona crisis, AECON Fondsmarketing GmbH is once again inviting you to the 13th edition of the Hidden Champions Tour this year. Jürgen Dumschat Jürgen Dumschat, born in 1955, is Managing Director of AECON Fondsmarketing GmbH and Head of Portfolio Management at LORIAC [...]

Investing in megatrends: Telehealth Günther Schmitt Günther Schmitt has been working in the fund management of Raiffeisen Capital Management since 2006. He is the fund manager responsible for Raiffeisen-MegaTrends-Aktien and Raiffeisen-Österreich-Aktien. Günther Schmitt's training includes a degree in commercial science from the Vienna University of Economics and Business and the ÖVFA's financial analyst course.

Sustainable Investment Week (# LSIW20) - the 2nd edition of LuxFLAG is in the starting blocks Sachin Vankalas Sachin Vankalas is Director of Administration and Sustainability at LuxFLAG and leads the analysis processes for sustainable investment funds. He has extensive expertise in sustainable financial topics such as ESG, climate finance and microfinance, and he sits on the boards of several organizations that [...]

China: How is Corona changing the Middle Kingdom? The coronavirus is leading the country into the worst economic crisis since the Cultural Revolution. Accordingly, China's party and state leader Xi Jinping has to demonstrate that he is still, or at least firmly back in the saddle. Andreas Grünewald Andreas Grünewald, born in 1968, founder and director of the Munich asset management company FIVV AG, dealt with [...]

Why does Europe need a digital, programmable euro based on blockchain? Prof. Dr. Philipp Sandner Prof. Dr. Philipp Sandner is head of the Frankfurt School Blockchain Center (FSBC) at the Frankfurt School of Finance & Management. In 2018 he was named one of the “Top 30” economists by the Frankfurter Allgemeine Zeitung (FAZ), one of the largest newspapers in Germany [...]

"The world sent us to our room. Let's make use of the time. ”After the success of the webinar on June 10th, the Frankfurt-based Patriarch Multi-Manager GmbH is backing it up again. Dirk Fischer Dirk Fischer is the managing director of Patriarch Multi-Manager GmbH in Frankfurt. Since 2007 he has been leading the independent product developer, who always has the [...]

Smartbroker has been growing for six months - what's the secret recipe for success? Felix Rentzsch Felix Rentzsch works as press spokesman for the wallstreet: online group. In addition to the well-known stock exchange portals, communication around the smart broker is also part of his area of ​​responsibility. He regularly reports on the development of the young online broker on wallstreet-online.de and FondsTrends. The […]

“I prefer when the whole world can still be tapped” Dirk Stöwer Dirk Stöwer has been the fund manager of the NESTOR Europe Fund since June 2005. The savings bank economist has been active in the securities business and asset management for more than 25 years. He started his career in banking in 1985. From 1991 he was in charge of the [...]