Financial investment for wards and dependants

In numerous statutes of foundations, but also in guardianships, the assets are to be invested “gilt-edged”.

Moreover, according to the law, the return must be in proportion to the risk. The work provides a regular guide for bank and insurance sales staff on how to advise guardians and trusts on optimising capital and asset investments.

With this work, the editors have for the first time built a bridge between business administration and law. The legal requirements of the legislator, which have existed for more than 100 years, have been amended with the findings of the Nobel Prize winner (1990) Prof. PhD. Harry Markowitz brought into line:

The interdisciplinary team of authors consists of a social worker with a degree in social work, a graduate in administration, a banker, a financial and investment advisor, a sociopedagogue with a degree in finance, a judicial officer at a court of law, a lawyer, a business economist, a Master of Financial Consulting, a mathematician with a degree in mathematics, publicly appointed experts, actuaries, Certified Financial Planners, Certified Estate Planners, and financial planners.

The work first introduces the legal principles of ward money investment. The focus is on providing the business and financial knowledge to assist the guardian or foundation advisory board in selecting gilt-edged investments. The authors discuss the possibilities of proper financial planning and explain appropriate instruments for evaluating the profitability of investment products; in particular German and English life insurance policies. At the same time, practice-relevant “pitfalls” of gilt-edged investments as well as the possibilities of circumventing them are pointed out. The authors attach importance to a comprehensible presentation and largely dispense with legal terminology. The way in which the topics are presented and the language used are therefore aimed at credit institutions and insurance companies, for example. The publication is also of great interest to the field sales force as contact persons for financial investments.

 

by Dr. Johannes Fiala

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About the author

Dr. Johannes Fiala Dr. Johannes Fiala

Dr. Johannes Fiala has been working for more than 25 years as a lawyer and attorney with his own law firm in Munich. He is intensively involved in real estate, financial law, tax and insurance law. The numerous stages of his professional career enable him to provide his clients with comprehensive advice and to act as a lawyer in the event of disputes.
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