Since 2010, the Lerbach Round Table - managing directors of asset management companies, private bankers and family officers - has met once a year to provide wealthy investors with inspiration and orientation with regard to next year's investments. In the meantime, the discussion round has become firmly established. Its results are an essential part of the reporting in the June issue of private wealth. However, the world of capital markets is now turning ever faster.
In order to make it possible to use the competence of the professionals at any time, private wealth and its partner Robeco have created the prerequisites for an online survey of the Lerbach round. These surveys in the currently 38-member expert panel (participants on the right) do not take place on a regular basis, but are conducted on a case-by-case basis. The aim is to seek expert advice only when questions arise that offer wealthy investors real added value.