How can Switzerland evolve into an asset management site?

How can Switzerland evolve into an asset management site?

The Swiss asset management industry is still seeking its “raison d’être” and associated business model. It is therefore not surprising that the alumni association of the University of St. Gallen organized a full day conference titled “How can Switzerland evolve into an asset management site?” Contributors from different segments of the market provided their perspective.

Three Emerging Trends in Traditional Asset Class Investing

Three Emerging Trends in Traditional Asset Class Investing

The current market environment, characterized by political uncertainty, low interest rates, and ever increasing regulation, forces investment managers to seek for new return generating opportunities. Although the traditional focuses on asset class diversification and capturing risk premia still apply, three trends in traditional asset class investing are emerging. First, investment managers try enlarging the investment.

Developing new solutions using the Wealth Management Canvas

Developing new solutions using the Wealth Management Canvas

A key challenge faced when developing new or enhancing existing wealth management solutions is ensuring that all aspects of the value chain are covered, from defining the targeted client segments, though providing value, to ensuring the right capabilities. The wealth management canvas provides a holistic framework for designing, discussing, testing, and documenting wealth management solutions..

Fee based advice: Winning formula or passing fad?

Fee based advice: Winning formula or passing fad?

Margins in private banking are fading. Increased regulatory costs and a low interest rate environment are not help-ing. But more prominently, the lack of client activity combined with fading trust cuts right into the heart of the private banking business model. Prominent players try to regain lost revenues by re-inventing their advisory services. I have.

Thoughts about a business model for Swiss asset management

Thoughts about a business model for Swiss asset management

Two years have passed since the publication of a white paper on positioning Swiss Asset Management (SwAM). At least from a conceptual point of view, there seems to be a trend indicating that SwAM should stand for superior investment performance in a discretionary context. But when digging a little bit under the surface, various challenges.

“Why should I invest with you?”

“Why should I invest with you?”

Have you ever been asked the question “why should I invest with you” by a prospect? What was your answer? Was it convincing? A recent survey during the annual funds fare in Zurich, Switzerland showed disappointing results. Asset managers either stressed the quality of their people, or they focused on “selling” their investment performance track.

Designing a successful absolute return solution in eight steps

Designing a successful absolute return solution in eight steps

Designing a successfully absolute return investment solution is not as easy as it may seem. Very often the investor’s needs are not adequately understood and the proposed solutions fail to meet the promises made. By following the proposed eight steps, you will significantly increase the chances that your future absolute return solutions will regain the.