Norbert Paddags shares an article on the combination of digital solutions and personal communication in wealth management.  Hybrid solutions in wealth management Hybrid models are the panacea that make driving fun and at the same time allow you to have a clear conscience thanks to the electric drive. But hybrid solutions are not only in fashion in the automotive sector, but also in wealth management. What is meant here is the combination of digital solutions and personal communication, which increases…

In this insightful article, Indranil Ghosh shares a quick review of building civilization, how the focus and values have changed, and how we can move forward with 7 Principles of Prosperity. It began, anthropologists tell us, with the pig. From the beginning of human history, humans hunted meat and gathered grains, berries and the other staples of their survival, vulnerable to the whims of predators and the environment. However, about 13,000 years ago in Mesopotamia, hunters began capturing rather than…

Christoph Holle shares a blog post on leadership patterns taken from a 64-year-old article published in the Harvard Business Review. This time, a bit of the historian in me comes out. I want to appreciate an article that appeared 64 years ago in the Harvard Business Review and fell into my hands when I was preparing a workshop. It is “How to choose a leadership pattern” by Robert Tannenbaum and Warren Schmidt, one of the most read HBR articles. The…

Umbrex is pleased to welcome Ashley Lim. Ashley has nine years of experience in strategy consulting and startup operations across healthcare/life sciences, food & beverage/hospitality, and eCommerce. Her past projects range from strategy (i.e., vision & roadmap development, product portfolio management, supply chain strategy & planning, cost optimization, and go-to-market strategy) to PMO and large-scale transformation projects. She lives in Brooklyn, NY, and she’d love to solve exciting problems in the life sciences space in the Northeast US….

Umbrex is pleased to welcome Christoph Holle. Christoph is running his own business with focus on organizational development since 2016. Prior to that he has held executive positions across many functions incl CPO, GM, COO & CFO. He started his career at McKinsey and holds degrees in electr. eng., business and history. Christoph operates within the triangle of facilitation, coaching and expert consulting, focusing on lasting (behaviour) changes in organizations. He has particular experience in (new) leadership structures, (stuck) digital transformations,…

Indranil Ghosh shares an episode from the Powering Prosperity podcast. In this episode, he interviews the vertical farming pioneer Louis Ferro. This weekly newsletter looks at issues relating to the Global Economic Transition that will play out over the coming 20-30 years (see my Apr 13 introductory article on Linkedin for additional context). Each week, I’ll share my research into the upcoming global transition and what it means for you as citizens and as investors. I’ll also be joined by…

Umbrex is pleased to welcome Ladislav Bozik. Ladislav has 20 years of experience leading and advising complex and complicated procurement and supply chain projects, with a track record of achieving extraordinary outcomes in costs and lead times. Strategic leadership on procurement addressable spend from 100m up to 1bln EUR, with successful delivery of transformation objectives, implementing TCO, make vs buy or should cost modeling principles. Known for being an enthusiastic, data-based decision-making leader shaping strategy and priorities and able to…

Indranil Ghosh shares an episode from his podcast series, Impact Unicorns. In this episode, he interviews Jason Huang on energy efficiency and sustainable technologies.  Welcome to a new issue of Impact Unicorns! Today, I’ve got a very exciting guest – Jason Huang, CEO and Founder of TS Conductor. This company is a high-efficiency, electrical cable company that just achieved a very impressive Series A funding round. Jason has a PhD in Material Science and comes from a very scientific and…

This five-minute article co-authored by Norbert Paddags explains how private banking can become more profitable with ESG investments.  Sustainable investing continues to gain in importance, driven by investor expectations and regulation. This creates challenges for portfolio management and the pricing of cost-intensive ESG services. If these are mastered, one can do good and earn money at the same time. On March 10, 2021, the “Regulation on Sustainability-related Disclosure Requirements in the Financial Services Sector”, or Disclosure Regulation for short, will…

Indranil Ghosh shares an article that expands the concept of ESG and asks if this is the way forward for the future of business.  Last week, Shelley Goldberg and I talked about ESG investing’s lack of impact. In Part II of this series, we focus on a model of partnership between investors, businesses, and governments working together as ‘Engaged Societal Guardians’—a paradigm for the ‘New ESG’. The Covid-19 crisis has put societal repair on a critical path to survival for…

Indranil Ghosh shares an article and podcast from his newsletter that focuses on the racial wealth gap.  This weekly newsletter looks at issues relating to the Global Economic Transition that will play out over the coming 20-30 years (see my April 13 introductory article on LinkedIn for additional context). This week we are focused on closing the racial wealth gap. The Covid pandemic has highlighted and magnified deeply rooted inequalities in societies across the world. In the US, Black and…

Indranil Ghosh shares a podcast from the Impact Unicorn series where he interviews Robert Hokin from Greenbackers Investment Capital on how to build a sustainable climate impact investment platform. This week, I speak to Robert Hokin from Greenbackers Investment Capital about how to build a sustainable climate impact investment platform. Robert also outlines how Greenbackers is helping COP26 to accomplish its 4 key goals in tackling climate change: 1)  Secure global net-zero by mid-century and keep 1.5 degrees within reach 2)…