Philipp Schenk
Articles
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Depositary
A depositary is required by law for all EU funds to protect investors' interests and assume liability for the safekeeping of their assets. It monitors a fund's cash flows and, in effect, keep...
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Asset Management
In the context of Asset Management, an asset manager takes care of the investment assets of their clients. Asset management is aimed at affluent private and institutional investors who invest their...
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Valuation
Valuation is the process of determining the economic value of an asset or business, commonly conducted when: - A business is selling part or all of its operations.- A business is merging with or ac...
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VC (Venture Capital)
Venture capital (VC) constitutes a form of private equity financing that is extended by specialized venture capital firms to startups and early-stage companies, especially those identified as havin...
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Trustee
A trustee acts on behalf of one or more trustors, with clear rights and responsibilities outlined in a contractual agreement. In Switzerland, the term "treuhänder" encompasses various professions s...
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Special AIF
A Special AIF is a specific variant of an Alternative Investment Fund (AIF) designed for particular investor groups. An investment fund allows multiple investors to pool their funds; the issuer des...
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Secondary Market
A secondary market is where investors trade securities they already own, contrasting with the primary market where securities are initially issued. In the secondary market, the original issuer is n...
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Semi-Professional Investors
The category of semi-professional investors was introduced in German investment law to offer flexibility and new opportunities, particularly for family offices, foundations, and affluent individual...
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SPV (Special Purpose Vehicle)
A Special Purpose Vehicle (SPV), also known as a Special Purpose Entity (SPE), is a legal entity created for a specific purpose, typically to shield financial risks. SPVs are commonly used in secur...
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Tangible assets
Capital investment offers two main options: monetary investments (Geldwertanlagen) and tangible asset investments (Sachwertanlagen). Tangible asset investments involve concrete assets such as real ...