{"id":15017,"date":"2020-11-05T14:09:07","date_gmt":"2020-11-05T13:09:07","guid":{"rendered":"https:\/\/fiala.de\/?page_id=15017"},"modified":"2024-10-24T16:24:41","modified_gmt":"2024-10-24T14:24:41","slug":"asset-management","status":"publish","type":"page","link":"https:\/\/www.fiala.de\/en\/fields-of-law\/asset-management\/","title":{"rendered":"Asset Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"15017\" class=\"elementor elementor-15017 elementor-14189\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-714a029 e-flex e-con-boxed e-con e-parent\" data-id=\"714a029\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bebc3ef elementor-widget elementor-widget-text-editor\" data-id=\"bebc3ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Those who want to know that their <strong>private assets<\/strong>, those of a <strong>foundation<\/strong> or even of an <strong>institution<\/strong> are in good hands and who themselves have little understanding of capital preservation<strong>and <\/strong><strong>protection<\/strong>, can assign this task to a so-called <strong>asset manager<\/strong>. Asset management, a professional title that is largely <strong>unprotectedor<\/strong><strong>unregulated<\/strong> in Germany, defines <strong>a service<\/strong> that deals with the <strong>management of assets<\/strong>.<\/p>\n<p>The management activity of an asset manager includes the independent <strong>initiation of<\/strong> and <strong>responsibility for<\/strong> <strong>investment decisions<\/strong>. In <strong>coordination with the client<\/strong> and the respective objectives, <strong>short-, medium- and long-term investment strategies<\/strong> were to be developed and the assets were to be invested in <strong>various areas<\/strong> in order to optimize returns. These depend very much on the client&#8217;s <strong>risk tolerance<\/strong> and the <strong>assets to be managed<\/strong>. These may be <strong>real estate<\/strong>, <strong>products of the financial markets<\/strong> or other investments in <strong>Switzerland or abroad<\/strong>. <\/p>\n<p>When <strong>choosing an asset manager<\/strong>, you should exercise <strong>caution<\/strong> and <strong>carefully consider<\/strong> to whom you entrust your assets. In principle, however, anyone can take on this activity. However, an<strong>acquaintance of the family<\/strong> who <strong>speculates on the stock market<\/strong> as a sideline should not be the first choice, even if there is a <strong>good relationship of trust<\/strong>. <\/p>\n<p>If you are currently thinking about entrusting a <strong>wealth manager<\/strong> with the care and <strong>management of your assets<\/strong>, try to soberly and neutrally examine the qualifications of the candidates in addition to their <strong>trustworthiness<\/strong>. Managing an estate is<strong> time-consuming<\/strong> and requires <strong>in-depth knowledge of<\/strong> <strong>investment strategies<\/strong>, <strong>tax law<\/strong> and <strong>economics<\/strong>. You are best advised if, when making your choice, you can <strong>exclude as far as possible<\/strong> that your <strong>own financial interests<\/strong> stand in the way of <strong>your investment interests<\/strong>. This could be the case, for example, with institutional <strong>financial service providers and banks<\/strong> offering comparable services. <\/p>\n<p>If you have any questions about <strong>wealth management<\/strong> or you are <strong>looking for wealth management<\/strong> support, please contact us. We will be happy to advise you. <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a8c5a74 e-flex e-con-boxed e-con e-parent\" data-id=\"a8c5a74\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-99b3635 elementor-widget elementor-widget-heading\" data-id=\"99b3635\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How we can support you in the area of asset management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b268256 elementor-widget elementor-widget-text-editor\" data-id=\"b268256\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li>Yield increase through <a href=\"https:\/\/www.fiala.de\/en\/fields-of-law\/attorney-tax-law-munich\/\">tax optimization<\/a><\/li>\n<li>Advice on <strong>asset planning<\/strong> and <strong>investment strategies<\/strong><\/li>\n<li>Legal advice on <strong>liability issues of<\/strong> the asset manager<\/li>\n<li>Development of contractual concepts and investment guidelines<\/li>\n<li>Advice on the <strong>settlement of estates<\/strong><\/li>\n<li><strong>Execution of wills<\/strong><\/li>\n<li><strong>Controlling<\/strong> and<strong> monitoring of <\/strong>asset managers<\/li>\n<li>Advice after <strong>loss of assets<\/strong> and on the subject of <strong>recourse<\/strong>  <\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4593b0d e-flex e-con-boxed e-con e-parent\" data-id=\"4593b0d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-98f35f0 elementor-widget elementor-widget-heading\" data-id=\"98f35f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Helpful further articles on the topic of asset management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-30d9bbe elementor-widget elementor-widget-text-editor\" data-id=\"30d9bbe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n<li><a href=\"https:\/\/www.fiala.de\/en\/international-asset-management-complete-deposit-with-cash-account-collected-as-advance-tax\/\" target=\"_blank\" rel=\"noopener\">International asset management: complete deposit with cash account collected as advance tax<\/a><\/li>\n<li><a href=\"https:\/\/www.fiala.de\/en\/fields-of-law\/inheritance-and-pension-law-your-lawyer-for-competent-advice-in-munich\/\" target=\"_blank\" rel=\"noopener\">Inheritance and pension law: Your lawyer for competent advice in Munich<\/a><\/li>\n<li><a href=\"https:\/\/www.fiala.de\/en\/asset-managers-liability-right-to-compensation-and-damages\/\" target=\"_blank\" rel=\"noopener\">Asset manager&#8217;s liability : right to compensation and damages<\/a><\/li>\n<li><a href=\"https:\/\/www.fiala.de\/en\/asset-management-in-private-wealth-management\/\" target=\"_blank\" rel=\"noopener\">Asset management in private wealth management<\/a><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ef3ecb0 grey e-flex e-con-boxed e-con e-parent\" data-id=\"ef3ecb0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8670965 elementor-widget elementor-widget-heading\" data-id=\"8670965\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Press articles and publications<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-447d010 elementor-widget elementor-widget-text-editor\" data-id=\"447d010\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Here you will find selected technical terms. Click on a keyword You will receive corresponding press articles and publications as current search results. Please do not hesitate to contact us for further information.<\/strong><\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-400bc18 e-con-full e-flex e-con e-child\" data-id=\"400bc18\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-031df2d elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"031df2d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Anlagerichtlinien\">Anlagerichtlinien<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Asset+Protection\">Asset Protection<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Beauty+Contest\">Beauty Contest<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Family-Office\">Family-Office<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Finanzkrise\">Finanzkrise<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Hausverwaltung\">Hausverwaltung<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Immobilien+Verwaltung\">Immobilien Verwaltung<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Interimsmanager\">Interimsmanager<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Liquidi%C3%A4t\">Liquidit\u00e4t<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Portofolio\">Portofolio<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Revision\">Revision<\/a><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34865b1 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"34865b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Risiko+Management\">Risiko Management<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Stiftungen\">Stiftungen<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Subprimekrise\">Subprimekrise<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Testamentsvollstreckung\">Execution of wills<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Treuhandschaft\">Treuhandschaft<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Trust\">Trust<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Verm%C3%B6gensbilanz\">Balance sheet<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Verm%C3%B6gensschutz\">Verm\u00f6gensschutz<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Verm%C3%B6genssicherung\">Asset protection<\/a><\/li>\n \t<li><a href=\"https:\/\/www.fiala.de?s=Vorsorgevollmacht\">Power of attorney<\/a><\/li>\n<\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Those who want to know that their private assets, those of a foundation or even of an institution are in good hands and who themselves have little understanding of capital preservationand protection, can assign this task to a so-called asset manager. Asset management, a professional title that is largely unprotectedorunregulated in Germany, defines a service [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":15379,"parent":15394,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[490],"tags":[],"class_list":["post-15017","page","type-page","status-publish","has-post-thumbnail","hentry","category-category-fields-of-law"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/pages\/15017","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/comments?post=15017"}],"version-history":[{"count":5,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/pages\/15017\/revisions"}],"predecessor-version":[{"id":27747,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/pages\/15017\/revisions\/27747"}],"up":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/pages\/15394"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/media\/15379"}],"wp:attachment":[{"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/media?parent=15017"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/categories?post=15017"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.fiala.de\/en\/wp-json\/wp\/v2\/tags?post=15017"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}