Jeeves OLZ News - May 2010
Yesterday speculated, today indexed, tomorrow efficiently diversified
The choice of stocks is exciting and entertaining. Every investor is convinced he belongs to the winners. However, studies show that only a few investors beat the stock index systematically. Outperformance is mostly achieved with a higher risk. This is why investors are increasingly investing in index funds to achieve a market rate of return at competitive rates. But are those index funds an appropriate investment portfolio at all?
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Jeeves OLZ News - December 2009
Bonds - Quality before yield also in times of low interest rates
Perhaps when you took a look at your portfolio statement you also wondered: where are the yields from my bonds? We point out that even when interest rates are low it is not worthwile making riskier investments simply because these at first sight promise a higher yield.
Typical errors when setting up a structure
When a foundation or trust is set up, it is often the case that similar errors are occurring repeatedly. We would like to show you where care should be exercised to avoid unpleasant surprises.
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Jeeves OLZ News - July 2009
Asset managers: How to check that they are independent
A private investor who appoints an independent asset manager to invest his or her assets wants to take advantage of the manager's independence. But independent does not always mean free from conflicting interests. The following six questions will help investors judge which asset managers really give priority to their client's interests.
Conflicts of interest between Foundation Council and Asset Manager
In a foundation/trust, conflicts of interest can arise between the foundation council/trustee and the asset manager. How is this possible problem solved at Jeeves OLZ Family Office?
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Jeeves OLZ News - April 2009
To find the right trustee
For high net worth individuals it often makes sense to set up a trust or foundation structure in order to regulate the use of their assets for generations to come. To choose a trustee is an important and typically long-term decision to make. We will show you that mid-sized and especially independent trust companies can offer advantages to a client.
Does it make sense to distribute bank deposits geographically?
As far as securities are concerned, I have taken care to ensure an efficient diversification over a number of counties. What should I consider with regard to the choice of banks? Does it make sense to distribute bank deposits geographically?
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Jeeves OLZ News - December 2008
Invest conservatively
Financially independent investors could take risks. Nevertheless, many of this privileged investor group prefer to take only modest risks. This article shows what a conservative investor should pay heed to and how he/she can structure his liquid assets, whithout acquiring expensive and frequently illiquid (hard to sell) products.
Liechtenstein in the press
When reading the newspapers in Liechtenstein and in some European countries one will find not only articles about the turmoil in the financial markets but also that Liechtenstein is about to sign a tax information exchange agreement ("TIEA") with the USA and is negotiating a fraud treaty with the European Union ("EU"). The question arises whether Liechtenstein will no longer be a suitable jurisdiction for clients looking for legal privacy.
