Know-how Transfer

We transfer our know-how to our clients on the job: in projects, training sessions, colloquia and on open expert forums.

We transfer our know-how to our clients on the job:  in projects. Apart from projects, we also offer training sessions. We support you through inter-divisional colloquia to elaborate solutions to your individual problems. Our open expert forums serve as discussion panels where market participants discuss topical issues in asset management.

Current topics in our training and coaching courses:

  • Risk management and its organisation, processes and implementation as central corporate function
  • Introduction, implementation and improvement of national and international legal frameworks.
  • Introduction of legal frameworks for VAG/AnlageV, their implementation with the help of suitable tools as well as continuous control improvement and automation in investment compliance.
  • Corporate action and its implementation in relevant processes and tools.
  • Strategic options, core processes, organisation and tools for asset managers and asset management companies.
  • Open expert forums on specific topics, such as risk forums in Frankfurt.

Please contact Armin Jacobi for further information.