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#85 - Jens Bernhardt (Iconic Funds) - Deep Dive into Family Offices, Private Banking, and Wealth Management

#85 - Jens Bernhardt (Iconic Funds) - Deep Dive into Family Offices, Private Banking, and Wealth Management

FromThe Wall Street Lab


#85 - Jens Bernhardt (Iconic Funds) - Deep Dive into Family Offices, Private Banking, and Wealth Management

FromThe Wall Street Lab

ratings:
Length:
49 minutes
Released:
Feb 17, 2022
Format:
Podcast episode

Description

Jens Bernhardt is the Founder and Managing Partner of Bernhardt Advisory, a multifamily office, an M&ampA service provider, and placement agent for private equity funds in Germany.  Before founding his own company, Jens was Chief Investment Strategist of the family office service provider subsidiary of Sal. Oppenheim, which at the time in 2008, was Europe's largest independent private bank. Jens previously has been a member of the Board of Deutsche Wohnen, a property company listed in Germany's main index, the DAX.    Before that, he was Chief Investment Officer for Germany at Zurich Insurance Group, Switzerland's biggest insurance company. And before that, he was Chief Investment Officer at Skandia Life Insurance. And even before that, Jens was a management consultant and fund manager. Jens holds an MBA from Cambridge and a PhD from the University of Kassel.   In this episode Jens gives us an overview of the Private Wealth space. This includes similarities and differences between Family Offices, Wealth Managers, and Private Banks. As an industry veteran, Jens gets into the benefits and struggles of Family Offices.
Released:
Feb 17, 2022
Format:
Podcast episode

Titles in the series (100)

The Wall Street Lab is a podcast that explores the world of finance from an insider perspective. The host, Andreas von Hirschhausen interviews top financial professionals in the fields of private equity, hedge funds, investment banking, mergers and acquisitions, asset management, venture capital, management consulting, trading and many more. The themes range from investment related topics, financial markets and news, career development in finance, favourite books, personal habits, just to name a few.