8. Fund Awards 2023 | Wealth & Finance Best Financial Consultancy 2023 - Bulach With a wealth of expertise at its disposal, Benelli Consulting, along with the array of experienced, independent, external partners from the banking and insurance sectors it uses, can provide a wide range of financial advice and services, with a particular focus on alternative investments, including hedge funds, private equity, real estate investments, and insurance-linked securities. Furthermore, following a variety of quantitative models, the team can provide consistent optimisation and monitoring of the investment process, every step of the way. Thanks to the expertise of its partners in the fields of banking and assurance, Benelli Consulting can also assist its customers with risk management (insourcing and outsourcing) and, for example, the development of shared service centre resources. Also, considerable experience in process management and help in retaining existing customers and developing new customer relationships is available to clients, making Benelli Consulting a one-stop-shop for all clients’ financial advice needs. At Benelli Consulting, the primary goal is to generate added value for clients in wealth management amid a constantly shifting environment. In one sense, the efficiency of the capital markets has increased considerably in recent years, due to information flowing very quickly into the prices of financial instruments, and this in turn places high demand on the asset management institutions. However, new financial market research has shown that that the market does not always place all financial instruments at the correct price, and thanks to a combination of expertise and investments in processes, the team can manipulate these inefficiencies to generate an additional return for clients, with portfolio structures optimised to achieve a better risk to return ratio. The financial sector is currently experiencing a turbulent time, as uncertainty about the future has grown and even further changes are expected ahead. An increase in pressure from regulators is heightening the need for an even greater flexibility. At the same time, questions are constantly being posed concerning incentive structures for managers, the effectiveness of risk control models, the transparency of investment products, and the integrity and sustainability of customer service. Those who can position themselves effectively will emerge from this period in a stronger position in the market. The challenges for asset management are thus growing as new developments in the alternative investment sector, and an increasing convergence between capital and insurance markets open a plethora of opportunities. While is common knowledge that there are no free lunches or free rides on the financial market, the team at Benelli Consulting do believe there are certain tradable anomalies that investors should be made aware of. Increasingly efficient and more readily available financial technologies are impacting the shape of the banking sector and challenging policymakers. Computers, A.I., and Big Data will help investors know more before and make better quantitative decisions as a result. However, until the day where computers possess creativity, taste, discernment, and judgement, there will still be a role for investors with alpha and beta management. Through Benelli Consulting’s relationship with independent partners in the banking and insurance sectors, customers have at their disposal a diverse range of services that many other financial consults cannot offer, allowing them to stand out from the competition. Through these channels, the team are better able to stay up to date with developments in the market and evolve the support available in the fields of asset management and advisory for private and institutional customers, corporate strategy, Fintech, qualitative analysis, back office, insurance strategies, and ILS. With such a diverse range of services available, Benelli Consulting can help with an array of interdisciplinary, international, and highly qualified support. Strategic, operational skills, and practical experience are the team’s greatest strengths, and, as a result of their independence, they can work in the best interests of clients – whether this be independent asset management, wealth management, independent investment advisory, or more. Contact: Dr. Giuseppe Benelli Company: Benelli Consulting Web Address: https://benelli-consulting.ch Benelli Consulting offers independent advice to banks, insurance companies, family offices, trusts, pension funds, and other similar financial organisations. With a high level of expertise situated in investment decision-making processes, risk management, product elevation, and investment organisation. Additional services on offer include managing consulting projects for organisational issues, restructuring, acquisitions, and process optimisation with interfaces to the back office and reporting solutions. We speak to Founder Giuseppe Benelli, who tells us more about the important work done at the company.
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