About Us
Together with our partners we offer interdisciplinary, international, highly qualified support.
Strategic and operational skills and practical experience are our greatest strengths.
Thanks to our independence, we are able to work in the best interest of our clients.
Finance Consulting
Through our services, we offer independent advice to banks, insurance companies, family offices, trusts, pension funds and other financial organizations. Our expertise lies in the investment decision-making process, risk management, product evaluation and investment optimization. This includes managing consulting projects for organizational issues, restructuring, acquisitions and process optimization with interfaces to the back office and reporting solutions.
Our special focus is alternative investments such as hedge funds, private equity, real estate investments and insurance-linked securities. On the basis of various quantitative models, we also provide optimization and monitoring of the investment process. Thanks to the expertise of our partners in the field of banking and insurance, we can assist you with risk management (insourcing, outsourcing) and the development of shared service center resources, for example. Our experience in process management is also available to our customers. Additionally we can help you retain existing customers and develop new customer relationships.
Dr. Giuseppe Benelli
Founder, Benelli Consulting
Benelli Consulting: Leading Innovation and Strategic Excellence in Financial Advisory Services
Benelli Consulting stands out in the financial advisory landscape with its innovative approach and strategic excellence. In this interview, Dr. Giuseppe Benelli, the founder and chairperson of Benelli Consulting, shares insights on how the firm navigates the complexities of asset management, investment optimization, and risk management. Discover how Benelli Consulting’s unique strategies and successful partnerships drive growth and deliver tailored solutions to clients worldwide.
Benelli Consulting wins Wealth & Finance Fund Award 2023
About The Award
Wealth & Finance International’s annual Fund Awards returns for its 9th instalment in 2023! These awards serve to recognise all professionals and firms in the Fund industry whose tireless hard work and ingenuity exceeds investor expectations, making them the client’s first choice.
Winners in the Fund Awards 2023 will display qualities that are favourable in the Asset Management industry, both to investors and managers themselves. Your firm might have the quickest client response times, utilising the latest technology to provide transparency through rapid data aggregation and reporting. Perhaps your fund’s strategy is particularly innovative or effective, producing reliable returns, or maybe your assets under management show strong values, living up to lofty ESG requirements.
Wealth & Finance strives to celebrate the top talent in all areas of the industry; after all, the Fund industry is multifaceted, and investors make choices based on a broad variety of factors. Nominees for the Fund Awards 2023 will cover a broad range of companies involved in the Portfolio and Asset Management industry. This includes all supporting services and technologies to the industry.
Our awards are merit-based, so regardless of whether you are a large multinational firm or a sole proprietorship, our dedicated Research and Judging team will look for qualities other than company size or turnover. Equally, shortlisting and winner outcomes are not dictated by the number of votes received.
Our unbiased in-house Research and Judging Team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be leaders in their field.
Entering the Fund Awards 2023 is an exciting opportunity to raise your professional profile and prove your worth to investors and stakeholders. If you become one of our esteemed winners, you will be presented with several options to publicise your achievements and share your story with Wealth & Finance International’s readership. Our circulation of over 65,000 key decision makers and professionals are continually eager to learn about top talent in the Financial Services sector!
Challenges
Market anomalies investors should be aware of
"It's common knowledge that there are no free rides or free lunches on Wall Street..... Nevertheless, there are certain tradable anomalies that seem to exist in the stock market that fascinate many investors.
-- Stephen Sinpson
Active and passive portfolio management
"The less people think, the more important it becomes to think"
-- Hans Vontobel
Investing without people
"Computers, artificial intelligence and Big Data will help investors know more and make better quantitative decisions. But until computers have creativity, taste, discernment and judgment, I think there will be a role for investors with alpha.
-- Hoard Marks
Speculative bubbles in financial history
"The one reality you can never change is that a higher-valued asset will yield a lower return than a lower-valued asset."
-- Jeremy Grantham
Company valuation has its pitfalls
"The most common method for estimating a company's value can produce almost any desired result"
-- Patrick Herger
Mergers & Acquisitions
"Mergers, corporate acquisitions, business transfers, leveraged buyouts, outsourcing/insourcing, spin-offs or corporate alliances are alternative to internal growth".
Blockchain will change your business and your life
"Financial technology is impacting the shape of the banking sector and challenging policymakers"
-- KPMG, OECD
External-Partners
To optimize the range of our services, we work with experienced, independent partners from the banking and insurance sectors.
Mario Beffa
Private und institutonelle
Vermögensverwaltung
Gabriel Bernasconi
Unternehmensberatung
Independent Advisor
Jürg Brassel
Corporate Strategy & Fintec
Independent Advisor
Dr. Karl Neumar
Quantitative Analysis
HNC Advisors
Heinz Pfister
Back Office expert
Heinz Pfister Consulting
Dr. Erwin Zimmermann
Versicherungsstrategien und ILS
Zimmermann Advisory