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.”

How Investors Benefit From Managed Accounts

Managed accounts are fee-based investment products that cater to qualified investors.  In a managed account, qualified investors refer to individuals of high net worth who prefer to have their accounts managed by an investment professional.

Managed accounts have become increasingly popular owing to the host of benefits they offer. Often the investment product of choice among high-net-worth individuals (HNWI) such as celebrities, retirees, lottery winners and affluent businessmen, it has the following advantages:

1.      Managed accounts are actively managed by investment professionals. At INNOVATIS, these accounts are professionally supervised by a team of senior asset managers. The INNOVATIS investment team, under the guidance of Erwin Lasshofer, is responsible for active portfolio management and making high-yield investments on behalf of clients.

2.      Managed accounts provide for the design of personalized client portfolios.  In a managed account, the asset manager develops an individualized client portfolio according to the client’s unique needs and requirements. He factors in the client’s financial goals, risk appetite, risk tolerance and preferences.

3.      Managed accounts are handled using a disciplined approach to investing. When making investments for clients, INNOVATIS asset managers look for financial products with consistently strong returns.  When making financial decisions, a major consideration for asset managers is the risk level of financial products to ensure a high level of protection of the principal capital.

4.      Managed accounts are flexible, convenient, and are fully controlled by the client. With INNOVATIS managed accounts, clients retain full control of their assets. INNOVATIS is appointed as account manager while the investment team makes investments for clients.  The asset management team utilizes extensive experience and knowledge in identifying profitable investments and makes monthly investment reports to clients.  Managed accounts also offer the convenience of delegating complicated transactions and routine decision-making to professionals.

5.      Managed accounts are cost-effective.  Managed accounts are fee-based. Asset management firms require a management or advisory fee according to the size of the portfolio, effectively avoiding the pitfalls of hidden costs and fees.  Furthermore, investment advisory fees are considered a tax-deductible expense.

To maximize the benefits of investment products, it is always wise to tap the services of a professional.  Investing is not for amateurs and you need a qualified asset manager to help you grow your assets. 

Erwin Lasshofer sees to it that the asset managers at INNOVATIS (Suisse) AG employ the right balance between specialized knowledge and social competencies to achieve maximum level of customer satisfaction.  An industry expert with more than twenty years of experience on asset advisory, product and strategic development, and investment banking, Erwin Lasshofer directs the training and development of the INNOVATIS asset management team.

How To Secure Your Financial Future and Retire Early

Everyone wants to retire at an early age. Most people probably want to leave the workplace for good when they are in their 50s or even sooner.  But the big question is, can you afford it?  Can you secure your financial future and start saving for your retirement even when the economy is tough? 

The road to securing your financial future starts with financial planning.  Financial planning, in simple terms, is handling your personal finances to achieve your financial goals and secure your financial future.

Financial planning is challenging but it is not insurmountable. What’s needed is the perseverance and commitment to go through the process and knowing where to start.

The initial step in financial planning starts with your financial goals.  Formulate realistic, attainable goals. Having a goal will help you feel in control of your future.  It will motivate you to work hard towards achieving something.  An example of a realistic financial goal is to have to have saved enough money in your retirement savings and retire at the age of 55.

After formulating your financial goals, assess the current state of your finances.  Honestly look into your assets, liabilities, and investments. You have to be really thorough during this phase so you can move ahead in the financial planning process.

The next step is formulating the financial plan. In this phase, you need to identify your strengths and weaknesses.  For instance, if you have a high paying job and yet have problems keeping up with your finances due to heavy spending, then you should work on keeping your job while cutting down on unnecessary expenses.  Remember, your financial plan has to be detailed and doable at the same time. In this phase, you also work on developing sound financial strategies to help you achieve your goal.

Probably the biggest challenge when planning your financial future is in implementing your financial plan. To do this, reward yourself in small ways when you achieve per-determined financial milestones.  Learn how to motivate yourself when you encounter roadblocks and do not forget to track your progress. Knowing that you are getting there will encourage you to adhere to your plan.  

The final step in the financial planning process is working hard to stay on track in spite of changing goals or a disruption in your financial plan.  To overcome these challenges, re-evaluate your goals from time to time and adjust your financial strategies accordingly.

Financial planning is definitely not an easy task especially when you have your hands full juggling work and family responsibilities. This is why most professionals, especially those who have high-paying yet demanding jobs or those who run their own businesses, prefer to hire the services of a financial expert to help them manage their assets. 

Our investment team at INNOVATIS (Suisse) AG consists of professionals who specialize in asset management and structuring of financial products. Our wealth managers provide personalized support to our clients and are readily available to provide financial solutions tailor-made to the specific requirements of our individual and corporate investors.

If you want to grow your wealth and bring your business to greater heights, the INNOVATIS asset management team will be happy to assist you.  Our wealth managers will help you invest your way to securing your financial future so you can retire early. 

Erwin Lasshofer is the managing director and owner of INNOVATIS GmbH Austria.  He is a member of the board of INNOVATIS (Suisse) AG and supervises the investment team of INNOVATIS Entities.