Brock, Peter

• (Article) Investment processes in a family office

  01.03.2019
  The author remarks on the investment changes brought about by the increase in family offices. He asks whether family offices have become today's merchant banks, and describes the investment process changes and challenges. More direct investing, a need to educate the next generation, and so on. He states that: ?Direct entrepreneurial investments, for example, demand a larger technical infrastructure and knowledge base from the wealth owner and a more hands-on approach, compared with a higher level of delegation in the case of traditional asset management carried out by banks or independent asset managers?.

• (Article) Growth of impact investing (in Germany/and the European Union) generally and as a consequence of the Covid-19 pandemic

  01.09.2020
  A current view from Germany, by Peter Brock and Dr Johannes Knorz, on the impact of Covid-19 on impact investing in Germany and other European countries. In their article, they note that: Impact investing is also slowly but surely becoming mainstream in the German-speaking region as financial institutions are pushing the case, but also movements and associations like the Federal (German) Initiative for Impact Investing (Bundesinitiative Impact Investing) are spreading the news further to include new and additional sources of funding, particularly approaching institutional investors, but also private family capital and family offices. The authors include a number of charts and graphs to illustrate the current state of impact investing, a field in which the millennials have a pronounced interest. The wealth of information should be a great resource for all family offices.

• (Article) The importance of financial education for securing wealth transfer across generations

  15.09.2022
  The importance of financial education of family members is the subject addressed by Peter Brock. The author explains the importance of this education for the successful transfer of wealth across generations, how it should comprise both family structuring subjects and technical financial education and how it will benefit both families having their own single-family office and families relying on the services of external multi-family offices.