TEMPLE ASSOCIATES
 
Consulting Services for Asset Managers and Private Banks

 

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Our Comments on:

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Heinz Geyer
Managing Director

Your Trusted Adviser since 1996
When Experience counts, call the Experienced!

 

 

Human Resource Management
 


We help a select number of clients to identify and recruit Professionals in Asset Management and Private Banking.

Emphasis is on Experienced Professionals in the following Sectors:

• Equity Fund Management including Equity Research

• Fixed-Income Fund Management including Credit Research

• Asset Management Sales (Retail as well as Institutional)

• Sell-Side Fixed-Income Trading, Sales and Research


Advice and Career Support
 

Hiring and developing the best possible employees is the life-blood of any successful business.

Careful Management of the skill-set in the organisation as well as supporting staff in their professional evolution should receive as much attention as the Onboarding of professionals.

Sometimes, however, Senior Executives find themselves in  quite a lonely position.

This may be due to the internal situation in the organisation they are working for, it can be that they find a new role challenging after being promoted.

My 50+ years experience in the Financial Markets are at you disposal if you look for an unbiased opinion on how to handle a specific situation that you are reluctant to discuss with colleagues.

 

Charitable Giving


Temple Associates donates 3% of all Fees to our three chosen Charities who each receive a third of any donation.

Formed in 1957, the MFPA (Mouth and Foot Painting Artists) supports artists who paint without the use of their hands.

The Salvation Army was formed in 1865 and supports society's most vulnerable and marginalised people.

The Royal National Institute of Blind People exists since 1868

 


 



 


 


 

 

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Viewpoint

Fund Management Industry overdue for a Change?

Change is on the way, we know it, everything in life and business changes all the time. So why should the Fund Management Industry be any different?

Given how the industry evolved from a comparatively tiny base over the past 50 years nobody should be surprised that more changes are coming over the next 50 years (if civilization lasts that long given that reckless gamblers seem to have their finger on the nuclear buttons).

But who knows where the journey will lead us? All one can really do is hire and employ smart people, stay lean in terms or cost and avoid being panicked into poor decisions.

Most people need help with their finances, passive investing will not wipe out good active management and bringing billions of people into a situation where they can afford to save will offer more than enough opportunities for the foreseeable future.

 









 


 
 

   
 

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