Business Development & Marketing

The Business Development & Marketing (BDM) Competence Group aims to bring together like-minded professionals with similar objectives. Members of the group have experience, enthusiasm and the desire to add value to their business, sharing knowledge, insights, resources, tactics, techniques, best practices and ideas with fellow colleagues, as well as utilising the latest technologies and marketing techniques to maximise performance, launch new projects and create new opportunities for business development.

Goals for Competence Group Members include: Promotion of their Family Office, Advisory firm or business at large; Exchange information to find better approaches and solutions to clients’ issues; Exchange ideas, experiences, and views to further strengthen communication among fellow members; Gaining insight into specialized issues. Our mission is to reach these goals by providing high-level Competence Group programmes at Divitias webinars, conferences and events, and by contributing relevant content in Divitias publications.

Best Practices

In this Divitias Competence Group, Family Offices as well as Trusted Partners share their views and insights regarding Business Strategies, Pricing, Positioning, internationalization and expansion, Compliance, Innovation, HR and talent development and all other matters of importance for single and multi-family offices in a global environment. The Competence Group is a Peer to Peer one, in close exchange with Trusted Partners, whose aim it is to support the best practice exchange.

It is the ambition of all members of this Competence Group to foster relationships with peers and business partners to have a deep and meaningful constant exchange with all stakeholders of the profession. In particular, comprehensive strategies to adequately serve the represented families by sharing views with experts and fellow entrepreneurs forms the essence of this Competence Group.

Banking & Finance

The Banking & Finance Competence Group operates at the industry’s forefront, working with the full range of finance products across the world. As this Competence Group represents both finance providers and international clients, participants benefit from an exchange that understands the needs and wants of each party. Aspects handled by the Banking & Finance Competence Group of Divitias cover a broad and holistic view.

The following presents just a small part of our focus: Acquisition finance, Asset-based lending, Asset finance, Banking, Banking regulation, Bank formation, Bilateral and syndicated lending, Debt capital markets, Finance, Financial institutions regulation, Fund finance, Establishment of Funds, Private placements, Project finance, Real estate finance, Trade finance, Consumer finance, Private Equity and M&A

Asset Management & Wealth Management

This Competence Croup focusses on all matters related to both Asset Management and Wealth Management, together with the leading experts in these fields. Building and sharing experience across the entire spectrum of private and registered fund structures and vehicles, investment strategies, asset types and industries allows this Competence Group to identify significant commercial, regulatory and economic issues, understand emerging trends and craft innovative solutions that are unique to the concerns of clients throughout the industry and in jurisdictions around the world.

Furthermore, the Competence Group serves a diverse member and client base, inclusive of global universal banks, broker-dealers, insurance companies, asset managers, independent advisors, technology vendors, and professional services firms.

Alternative Investments

Family Offices and their clients are often keen to diversify beyond the traditional asset management approach. This Competence Group analyses and shares information about Alternative investments, namely those asset classes that vary from traditional investments on grounds on complexity, liquidity, regulatory mechanism, and mode of fund management. Different types of alternative investments include in this Competence Group mainly tangibles like gold and precious metals, art, classic cars, wine, diamonds, stamps. Also, derivatives and securitised investments of tangibles form part of this competence group, as well as non-tangibles like crypto currencies, blockchain and IT.

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