Vision & Tradition

Finance Centre

Late Comers

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We remain positive for the equity markets, but a small correction in the summer would not surprise us at all.
Corporate data is solid, investing is as Covid before, interest rates are low, savings rates are high, and buybacks are providing impulses.
Article by Portfolio Management, finews

Dynamic portfolio & As in the good old days

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Dynamics portfolio; The use of artificial intelligence and algorithms
in the investment process has proven its worth in the crisis. But there are many things to consider.
Article with Raphael Steigmeier, FINANZ und WIRTSCHAFT (only in German)

As in the good old days; The Swiss private banking business is only a shadow of its former self. It is missing
of creativity and time for customer care. New technologies can help.
Article with Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)

Welcome to the slaughterhouse!

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Any organisation treating its customers like cattle waiting for slaughter will find itself with no customers at some point in the future – this also applies to private banking in Switzerland. If private banking wants to survive, it must rediscover its virtues.
Artikel von Thomas Fedier, SCHWEIZER MONAT

Asset management in a tight spot

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There is a greater need than ever for independent asset managers to create transparency in the jungle of fees and commissions. It’s imperative that investors optimise fees if they want to be able to generate any sort of profit.
Article by Thomas Fedier, NZZ (only in German)

We need more Swiss intuition

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The banks have got used to treating their clients without kid gloves in a very short space of time. It’s understandable that they’re anything but happy with that. “We have to seriously ask ourselves whether we’re not putting our qualities as a location on the line”.
Interview with Thomas Fedier, finews.ch

Transparent clients

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How do I maintain my privacy as a tax-compliant bank customer?
The uncertainty regarding the global economy and the turbulence on the financial markets are awakening more and more desire for security – not just security in the sense of confidence in a bank’s stability, but also in knowing that they have competent partners who are geared towards the long term.
Interview with Thomas Fedier, Finanz und Wirtschaft (only in German)

A good manager’s knowledge and expertise can’t be automated

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Self-service tools are ideal for growing small volumes of assets at relatively low cost. However, clients also want to be able to draw on practical support when dealing with challenging life situations, such as a divorce – and computers can’t provide that kind of assistance.
Interview with Thomas Fedier, Le Temps (in French)

A profession with discreet charm

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The independent asset manager is regarded as an alternative to an asset manager at a bank or self management. The roots of this profession go back to the early modern era. The sector, which includes 2,600 companies in Switzerland, is currently experiencing a major upturn.
Article by Thomas Fedier, NZZ (only in German)