FINVIA CUSTOMER STORY:
Next Door Millionaire
Successful entrepreneurs often face the challenge of investing their wealth in an intelligent and broadly diversified manner. However, access to renowned asset managers is often difficult, as established providers demand high minimum investment sums. In addition, the range offered by private banks is often limited, as not all asset classes are offered.
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In our client stories, we share the experiences and perspectives of our clients from different walks of life - from successful athletes to retired entrepreneurs. Each story gives you a unique insight into how different wealth planning goals and needs can be and how we can solve them individually.
Customer story
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Initial situation
OF OUR CLIENT
Johannes Hartmann is a 58-year-old entrepreneur who has built up a wealth of EUR 3 million through his management position in the mechanical engineering industry. His aim is to invest this optimally with a holistic investment strategy via renowned asset managers.
Name:
Johannes Hartmann*
Profession:
Entrepreneur
Origin of assets:
Salary from corporate management
Age at the start of the mandate:
58
Real estate assets:
3 million euros at the start of the mandate
Target:
Financial security for the family including future generations
*In order to preserve the anonymity of our clients, the success story described is a fictitious personal example that was created on the basis of various real mandates of FINVIA.
Challenges and goals
OF AN ENTREPRENEUR
Johannes Hartmann encountered numerous challenges when trying to invest his wealth : Access to renowned asset managers was severely restricted, as established providers demand high entry sums. The option of a traditional multi-family office also failed due to the usual minimum investment of 30 to 50 million euros. He also lacked suitable opportunities to invest in illiquid asset classes such as private equity.
- Creation of a personal strategy at overall asset level
- Access to renowned external asset managers
- Investment in private equity to supplement liquid investments
- Development of integrated asset controlling and reporting
- Ongoing monitoring and adjustment of existing allocations to respond to market changes, new targets and other relevant factors
At FINVIA, we have the right solution for precisely these challenges: through our independent wealth management , we also give investors with smaller wealth access to exclusive funds and renowned asset managers. Thanks to our bundling of capital, our clients benefit from institutional conditions without having to make high minimum investments.
Reinhard Panse, Chief Investment Officer FINVIA
"When you build a house, you also need a plan. No stable house without a plan. The same applies to your wealth. That's why we have strategic asset allocation (SAA)."
Find out which individual investment strategy
FINVIA HAS IMPLEMENTED WITH THE CUSTOMER