What Owners of Wealth Can Do to Preserve Purchasing Power

Peter Wüthrich shared his insights into what owners of wealth can do to preserve purchasing power at European Investing Summit 2012.

Thesis summary:

Only an estimated 30% of family fortunes survive the second generation, and just 20% of those make it through the third generation. One of the key reasons for this dramatic wealth deterioration is lack of advice targeted to the needs and goals of owners of large wealth. Mainstream wealth management advice focuses on the large segment of smaller, high-margin clients with shorter investment horizons. Application of the same advisory principles to the owners of large wealth results in a lack of breath, depth and long-term investment planning. As a result, owners of large wealth often take unnecessary risks which often lead to permanent loss of capital during economic crises. Download the slide presentation from Peter where he provides an overview of the challenges and proposes solutions.

About the instructor:

Peter Wüthrich holds a Masters Degree in Banking and Finance from the University of St. Gallen, Switzerland. He gained his first banking experience at Barclays Bank in New York City in 1987. After working for two private banks (Cantrade and Julius Baer), Peter joined VZ VermoegensZentrum as a Senior Invest­ment Specialist. Together with Markus Henz, Peter and two financial journalists co-authored the book Sparen mit Fonds, which sold in excess of 20,000 copies. In 2000 Peter joined Rothschild Bank in Zurich and between 2003 and 2008 held the position of Chief Investment Officer and Global Head of Research. Peter is a CFA and FRM charterholder.

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