Erwin Lasshofer and Innovatis Attract More Investors Through Innovative One-Stop Service Center Strategy

One who closely follows the current financial state of Greece would think that it brings nothing but adverse effects to European financial markets and the performance of Europe-based asset management firms.

However, many financial analysts believe that the exact opposite is happening.  Many investors are drawn into investing in European stocks because they think other countries in Europe offer the biggest investment opportunities for cheap.

“European stocks report high profits. Yes, it may seem unbelievable but equities that have attached value prices are favored among overseas investors, “ says Erwin Lasshofer, founder of Innovatis (Suisse) AG and CEO of Innovatis Gmbh Austria.

“Innovatis consistently attracts qualified investors from all over the world because we utilize an innovative one-stop-service center approach to financial consulting and asset management. Under this strategy, our investors have access to our team of investment experts, network of domestic and local partners and vast resources.
Our firm specializes in the creation of financial products tailor-made according to clients’ needs. And in response to what’s happening in Greece and Europe, we have structured financial products that offer consistent, decent investment returns and a high level of capital preservation, ” adds Erwin Lasshofer, who currently supervises the Innovatis investment team.

Established in Hamburg, Germany in 2001, Innovatis has evolved into a network of separate legal entities in different territories.  With more than twenty years of experience in corporate and investment banking, Innovatis continues to bring in more business and make profitable investments for clients amid looming economic crises in Europe.

“We have senior asset managers who actively manage clients’ personalized portfolios, and expertly at that. They make sound financial decisions for clients and are skilled at identifying performing stocks that can withstand unexpected shifts in financial market trends. Our investment team has identified the equities that are resilient to what’s happening in Greece.,” says Erwin Lasshofer.

Innovatis’ one-stop service center strategy has been proven to be extremely efficient when dealing with unexpected outcomes.  Through the scheme, investors are assured that during times when they have to react to unexpected changes and disruptions immediately, the investment team is prepared to take the necessary actions with ease and efficiency.

For investors who want to invest in European stocks, Erwin Lasshofer has the following advice: “Choose an asset management firm with a long-term experience in European financial markets and has a solid network of reputable partners and issuers. Also, be sure that your financial investment goals are in line with the firm’s business philosophy. Investing in European stocks is best for investors who have a long-term investment horizon.”

5 Signs You Picked The Right Wealth Manager

I have been in the wealth management business for many years.  In my long-term career in the financial services sector, I have witnessed countless investors who grew their wealth because they picked the right wealth manager. Unfortunately, however, I have also seen one too many failed investments because the wealth manager they hired took a passive approach in managing their portfolios.

By definition, wealth managers are financial experts who offer a host of financial services. Aside from financial advisory and active asset management, wealth managers also design financial products tailor-made to suit clients’ needs and financial goals.

When planning for your financial future, one of the toughest decisions you have to make is choosing a wealth manager. Choosing a wealth manager is just like choosing a doctor or a lawyer.  You want to hire the services of a competent professional who has your best interests at heart.  Yes, picking the right financial expert to manage your wealth is definitely serious business.  You have to do extensive research, ask for recommendations and interview prospective candidates.

But what if you have a wealth manager already? How will you know if you hired the right one?  Here’s how:

1.  Your wealth manager connects with you and shares your business philosophy.  When you first started your relationship with your wealth manager, you both worked on identifying your financial goals.  If he knows that he is doing, he would design financial strategies to help you achieve those goals in the soonest possible time. He would also devise ways to measure if your investments are making progress and then move ahead as planned.

2.  Your wealth manager takes time to explain complex matters using simple terminology. You hired a wealth manager because growing your assets requires the skills of a financial expert, and also because you want to spend more time on equally important things.  If your wealth manager patiently explains financial market trends and complexities using simple terms, he’s a keeper.

3.  Your wealth manager communicates with you regularly.  In our firm, we emphasize the need for constant communication between clients and wealth managers.  Our wealth managers are responsible for regularly updating clients on any changes in their portfolio. They also give quarterly and annual reports to inform you of your investments’ progress.

4.  Your wealth manager gives you undivided attention.  Our investment team at INNOVATIS is committed to forging deep, long-term relationships with clients. We believe in providing unparalleled customer service at all times.  By bringing your business to us, you are assured that your personalized portfolio will be given individual support.  Moreover, there is no such thing as an unreturned call in our firm. When you have questions, you will get answers.

5.  Your wealth manager has your trust and confidence. You can only have a long-term business relationship with your wealth manager if he has earned your trust and confidence.  This is the reason why I always remind our investment team to always adhere to our corporate values of innovation and integrity.  I always tell them that treating clients with respect, honesty, transparency in a consistent manner is the only way to earning their trust and confidence.

Erwin Lasshofer is an Austrian-born expert in the financial services sector. He is the founder of INNOVATIS (Suisse) AG and sole owner of INNOVATIS GmbH.  An industry veteran with more than 20 years of experience in structuring financial products and strategic development, he supervises the asset management team of INNOVATIS (Suisse) AG and other INNOVATIS entities.

How The Right Asset Management Team Can Help You Grow Your Assets Beyond Expectations

Everyone dreams of financial success.  The traditional idea is that as long as they have a stable source of income, do not spend beyond  their means, and plan on acquiring property at some later time, they are definitely on their way to wealth and happiness.

What most people aren’t aware of is that mapping their financial future is not as easy as handling personal finances. It involves thorough financial planning.  And the good news is that one doesn’t have to go through the tedious and often confusing process alone.  Under the wise tutelage of a financial advisor, the process of financial  planning will be so much easier.

A qualified financial advisor is a professional whose expertise includes asset advisory and property management.  A financial advisor will help clients identify financial goals, assess the state of their finances, and develop and implement tailor-made strategies that will help them grow their assets.  He will also help clients understand the latest trends in the financial market.

Finding the right financial advisor is key to achieving your goals.  Choose a professional who represents an established financial consulting firm like INNOVATIS GmbH.

INNOVATIS GmbH is managed and solely owned by Erwin Lasshofer, an expert in the financial services sector.

Erwin Lasshofer started his first company in 1994, after a two-year stint with an investing firm as an Area Manager.  His company, which provided services to clients throughout Asia and Europe, catered to qualified individual and corporate investors who sought expert advice on project financing, fund management and investment products.  In 2008,  he co-founded  INNOVATIS Asset management SA, an investment firm focused on fixed income market products.  Erwin Lasshofer also founded and co-founded separate INNOVATIS entities in Austria, United Kingdom, Bahamas, Panama, Hong Kong and USA.  All in all, he has more than twenty years of experience in the investment industry.

The business philosophy of INNOVATIS as an organization is a seamless integration of progress and tradition.  The Austrian-born Lasshofer believes that a commitment to innovation and excellence is essential in securing the top spot in the industry, but traditional values such as reliability and integrity are instrumental to forging long-term relationships with clients and partners. 

Financial planning is not rocket science. However, having an asset management team to hold your hand as you face challenges towards achieving financial success will be reassuring.  Yes, the right asset management team will help you grow your assets beyond expectations. And the sooner you find the right one, the sooner you will realize your financial goals.