Peter Brock, a former investment banker, is now the founder and co-head of BeeWyzer, a video learning platform for sustainable investing. Lisa Kempke for Business Insider
Peter Brock, former investment banker, emphasizes the importance of diversification in the investment portfolio. He recommends a ratio of 30 percent stocks, 30 percent bonds and 30 percent real estate for a healthy diversification. Gold can serve as another asset class, but Brock advises investing a maximum of 5 to 10 percent in gold.
Peter Brock, former investment banker and former part of the “finance shark tank”, began his career at Commerzbank as a banker and later studied business administration at the Münster University of Applied Sciences.
After completing his studies, he worked at the consulting firm Deloitte in London as a corporate finance manager and later at HSBC as an investment banker. He briefly moved to Sal. Oppenheim and IMAP before heading the family office division at EY.
After more than six years at EY, he became self-employed as a strategic consultant and advised wealthy families on financial matters. In 2018, together with former asset manager Christian Stadermann, he founded “BeeWyzer”, a video learning platform that helps young, wealthy people gain basic financial knowledge.
This is how Brock would build a depot
We asked Brock what “normal” investors could learn from his former wealthy and successful clients for their own portfolio.
A high level of diversification makes sense, especially in times of many crises