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wealth management

wealth management

What private investors miss out on compared to institutional investors: Causes of the performance gap and possible solutions

20.3.2025

Christian Neuhaus

Private investors lose returns year after year - and often without realizing it. While institutional investors benefit from professional structures, many private investors face major challenges that weigh on their performance. But why is that?

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What private investors miss out on compared to institutional investors: Causes of the performance gap and possible solutions

wealth management

How do I invest in gold? The best approaches for investors in 2025

For centuries, gold has been considered a safe haven for wealth. Whether in times of economic uncertainty, high inflation or turbulent financial markets - gold has proven itself time and again as a stable investment. But what is the best way to invest in gold?

wealth management

The art of stable performance in the wealth management

At wealth management , stable performance is no coincidence, but the result of a well thought-out strategy. With a multi-asset approach, precise asset allocation and careful selection of asset managers, we at FINVIA focus on long-term resilience and sustainable performance.

wealth management

How active ETFs complement modern portfolios and strengthen them in the long term

In combination with a long-term overall portfolio strategy, active ETFs offer a valuable option for reacting flexibly to market changes. What role do they play in a modern asset strategy?

wealth management

5 steps to reduce complex wealth structures

As wealth grows, so does its complexity and the challenges for its owners. So how can you master these and ensure that you and your family always have an overview and a sound basis for decision-making? Senior Family Officer Christina Hartner on the 5 steps to wealth decomplexing.

wealth management

Securing livelihoods and assets in a European war scenario - a thought experiment

A war in Europe is unlikely. Nevertheless, let's ask ourselves the question "What if?" and discuss how you could protect yourself, your family and your wealth if the worst came to the worst and what steps you would need to take.

wealth management

Against all risks - how high-net-worth individuals protect their assets

If you own something special, you want to protect it. Insurance seems obvious, but it quickly becomes a challenge due to strict restrictions. But what if there was a model that would almost always step in? In this interview, Lothar Henning talks to Frank Buchholz, Partner at Hoesch&Partner, whose wealthy clients are increasingly using comprehensive all-risk solutions.

wealth management

Company sale - and then?

Selling your company gives you time for new projects and a significant increase in assets. But what comes next? Senior Family Officer Beatrice Reed sheds some light on the subject and explains why entrepreneurs are increasingly relying on the services and offers of family offices.

wealth management

Concentration risks on the US equity market and how to avoid them

We are currently seeing a high concentration of large technology companies such as Apple and Google in leading share indices such as the S&P 500 and the MSCI USA on the US stock market. A constellation reminiscent of the dotcom bubble in 2000. So what can investors do to avoid the risk of overvaluation in their portfolio?

wealth management

Capital market forecasts for the 2024 US elections

In 2024, Democrats and Republicans will once again face each other in the US presidential election. A decision that will not only have political consequences. What predictions can be made for the capital markets in the event of a Biden or Trump victory? And what should investors hope for to ensure a good investment period?

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