‘As an independent wealth manager, we at FV Frankfurter Vermögen AG want to contribute to the philanthropic promotion of the common good!’ Uwe Eilers, Head of Board
Our objective is to provide support for charitable, meaningful projects and worthy aid programmes, thereby making a positive contribution to the general public. We would also like to offer interested benefactors and foundation enthusiasts the opportunity to support a general or individual good cause with minimal bureaucracy and effort in the form of their own sub-foundation or endowment.
We will customise your portfolio structure in accordance with your investment guidelines. It is first necessary to analyse the foundation's objectives, risk appetite and liquidity requirements. The golden rule of banking states that it is always advisable to have one euro more than is needed. It is therefore essential to ensure that the foundation can always fulfil its short-term obligations without compromising its long-term return targets.
Active management of the foundation portfolio is essential for achieving the foundation's objectives. To maintain these objectives over the long term, it is vital to protect the foundation's assets from undesirable fluctuations and achieve consistency in the portfolio by implementing strategies to reduce and control risk. The key to this is diversification of investments.
It is becoming increasingly important to integrate sustainable and ethical investment strategies when making asset investments. This ensures that the investments align with the values of the foundation and the founder's intentions, enabling a positive contribution to be made. In order to achieve this, Frankfurter Vermögen AG has formed a partnership with Sustainalytics, a Morningstar company specialising in external sustainability auditing. Sustainalytics assesses the ESG criteria of our investment portfolios and funds, enabling us to make sustainable investments that align with our long-term objectives.
The foundation's investment strategy and portfolio must be aligned with the fulfilment of the foundation's objectives and the implementation of philanthropic initiatives in order to ensure the foundation's success. We are pleased to assist you in any way we can and make our network available to you in order to help you complete your tasks.
As part of our service offering, we provide access to our comprehensive network of legal and tax experts, who are available to assist you with any relevant issues, with the objective of ensuring the success of your foundation.
Are you ready to achieve your financial objectives? Contact us today to speak with one of our specialists and develop bespoke solutions tailored to your unique requirements. Your route to financial stability and growth begins here.
