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Wealth Manager

Between virtue and vision

8. April 2021 by Alessia Rütsch

Private banking urgently needs to return to its old virtue in order to be successful: client focus.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT

Filed Under: Article, Finance Centre, Wealth Manager

High valuations are okay in the zero interest rate markets

12. December 2020 by Alessia Rütsch

George Alevrofas, CIO and portfolio manager at VT Wealth Management, expects a challenging first quarter of 2021 before stability returns to the markets.
Interview with George Alevrofas, FINANZ und WIRTSCHAFT

Filed Under: Article, Macro, Wealth Manager

Intelligence in digital transformation

8. May 2020 by Alessia Rütsch

Algorithms How can an investor continue to make money in these uncertain volatile markets.
Interview with Raphael Steigmeier, Handelszeitung (in German)

Filed Under: Article, Wealth Manager

Dynamic portfolio & As in the good old days

14. April 2020 by Alessia Rütsch

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)

Filed Under: Article, Finance Centre, Macro, Wealth Manager

La clé est d’investir sans émotion

30. March 2020 by Alessia Rütsch

BIG DATA Raphael Steigmeier, gérant chez VT Wealth Management, indique que 0,5% des actions contribuent à trois quarts de la performance. L’intelligence artificielle a permis une surperformance de 50% durant le krach du coronavirus.
Interview with Raphael Steigmeier, Le Temps (in French)

Filed Under: Article, Finance Centre, Wealth Manager

Black Monday – The professionals recommend to keep a cool head

12. March 2020 by Alessia Rütsch

What should the private investor do if high price losses put a strain on the portfolio? A look at professional asset managers could be valuable.
Article with George Alevrofas, Neue Zürcher Zeitung

Filed Under: Article, Macro, Wealth Manager

How to outperform the stock market using artificial intelligence

12. February 2020 by Alessia Rütsch

In this article, I would like to shed some light on how the quantitative stock selection approach at VT Wealth Management works and how it has performed so far.
Article by Raphael Steigmeier, Portfolio Management (only in English)

Filed Under: Article, Finance Centre, Wealth Manager

VT Wealth Management brings investment specialist from Credit Suisse subsidiary

6. May 2019 by Alessia Rütsch

The independent asset manager VT Wealth Management is expanding its investment capacities, as research by finews.ch showed. The expertise should also benefit third parties in the future.
Artikel von Sacha Fedier, finews.ch

Filed Under: Article, Finance Centre, Wealth Manager

Bank or an independent asset manager?

1. May 2019 by Alessia Rütsch

Who should private customers turn to: entrust the assets or parts thereof to the bank or entrust them to an independent asset manager?
Articel by Thomas Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Article, Finance Centre, Wealth Manager

Digital on the way

1. February 2019 by Alessia Rütsch

“Better than the Market” Sacha Fedier the CEO of VT Wealth Management focuses on forms of investment, which can be digitally tracked.
Article by Sacha Fedier, Handelszeitung – Der Millionär (only in German)

Filed Under: Article, Finance Centre, Wealth Manager

Coffee with Sacha Fedier

31. January 2019 by Alessia Rütsch

It can be a little awkward when an asset manager has an exclusive hobby, one which is perhaps even more exclusive than his or her client’s pursuits. As far back as the 1940s, a book was published with the naively provocative title of “Where Are the Customer’s Yachts?”.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Article, Wealth Manager

VT Wealth Management focuses on entrepreneurs from the Alpine region

9. October 2018 by Alessia Rütsch

The Swiss asset manager VT Wealth Management has just launched an Entrepreneur Equity Note. It focuses on investments in companies controlled by a stable shareholder and located in the Alpine region.
Media release – Zurich, 9 October 2018

Filed Under: Finance Centre, Macro, Wealth Manager

Welcome to the slaughterhouse!

2. July 2018 by Alessia Rütsch

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

Filed Under: Article, Finance Centre, Wealth Manager

Until death do you part

2. May 2018 by Alessia Rütsch

We are very optimistic about our sector – but only if it avoids the mistakes made by the banks. Excellent opportunities await asset managers who grow sustainably and with their eyes on the future.
Articel by Sacha Fedier, SCHWEIZER BANK (only in German)

Filed Under: Article, Wealth Manager

Initial experience with AEOI

15. April 2018 by Alessia Rütsch

The automatic exchange of information (AEOI) has been in effect since 1 January. This innovation, which is pivotal for Switzerland as a financial centre, has been a much-debated topic in the past. A look back to the past is perhaps helpful in putting it into context.
Articel by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Article, Wealth Manager

What is good asset management?

30. October 2017 by Alessia Rütsch

If you think you can rely on autopilot for asset management, you’re wrong. The markets are far too turbulent for that.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Finance Centre, Wealth Manager

Focusing on business areas with growth potential

14. September 2017 by Sacha Fedier

If the individual’s autonomy is no longer respected and their fate is determined from above, then Switzerland will lose a lot more than just banking secrecy.
Article by Sacha Fedier, NZZ (only in German)

Filed Under: Finance Centre, Wealth Manager

When succession needs to be sorted

29. April 2017 by Sacha Fedier

An independent asset manager would do best to plan the future of his company no less carefully than the funds entrusted to him.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Finance Centre, Wealth Manager

What sets a truly successful Wealth Manager apart

25. December 2016 by Sacha Fedier

We are only slowly realising that the gradual end to our militia society will be accompanied by cultural loss. It goes far beyond not having the specific abilities. One could almost say: we are slowly becoming like all the others.
Article by Thomas Fedier, finews.ch

Filed Under: Finance Centre, Wealth Manager

Asset management in a tight spot

15. September 2016 by Sacha Fedier

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)

Filed Under: Finance Centre, Wealth Manager

We need more Swiss intuition

17. June 2016 by unikatch_wp

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

Filed Under: Finance Centre, Wealth Manager

Transparent clients

2. May 2016 by Sacha Fedier

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)

Filed Under: Finance Centre, Wealth Manager

The competition hasn’t put an end to us

20. April 2015 by Sacha Fedier

Moaning and self-pity doesn’t get any of us further. Customers want long-term prospects. I can only achieve this through close contact with the next generation of employees.
Interview with Thomas Fedier, finews.ch (only in German)

Filed Under: Finance Centre, Wealth Manager

There are too many private interests

13. August 2014 by Sacha Fedier

You need a critical mass, entrepreneurial management and careful planning.
Interview with Thomas Fedier, FINANZ und WIRTSCHAFT (only in German)

Filed Under: Finance Centre, Wealth Manager

Freelancer model for asset managers

17. June 2013 by Sacha Fedier

Existential survival questions. Because the regulatory environment, tougher capital adequacy requirements and the low interest rate environment, together with the massive increase in competition (consolidation), are making life difficult for the very small asset managers, to put it mildly.
Interview with Thomas Fedier, finews.ch (only in German)

Filed Under: Wealth Manager

It’s been harmless so far

5. December 2012 by Sacha Fedier

The greatest problem in the sector at present is clearly the major increase in costs for IT, compliance and other regulatory changes in day-to-day business activities.
Interview with Thomas Fedier, finews.ch (only in German)

Filed Under: Finance Centre, Wealth Manager

There are not many good people left in the market

8. October 2012 by Sacha Fedier

There’s so much money around the world looking for a safe haven and Switzerland would be predestined for it.
Interview with Thomas Fedier, finews.ch (only in German)

Filed Under: Finance Centre, Wealth Manager

The major banks haven’t exactly made themselves popular

9. December 2011 by Sacha Fedier

The big banks really haven’t made themselves popular with the population of late. So customers are looking for alternatives.
Interview with Thomas Fedier, finews.ch (only in German)

Filed Under: Finance Centre, Macro, Wealth Manager

We’ll probably even be taking on new staff

10. November 2011 by Sacha Fedier

We see clear growth potential for independent asset management. Confidence in the banks has waned of late and the demand for tailor-made asset management services has increased.
Interview with Thomas Fedier, finews.ch  (only in German)

Filed Under: Finance Centre, Wealth Manager

Loyalty to the customer is the key to success

31. March 2010 by Sacha Fedier

The independent asset managers are the clear winners of the current upheaval. Their customers are looking for continuity and loyalty.
Article by Thomas Fedier, Handelszeitung (only in German)

Filed Under: Finance Centre, Wealth Manager

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