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«Stock exchange commentary – Pepsi and PG»
The economic risks should not be underestimated.
The Swiss financial company Partners Group is solidly positioned and should do well in a difficult environment. The strong brand and profitability speak in favour of Pepsi.
Article by Portfolio Management, finews
«Uncertainty in the markets is growing»
Changes on the interest rate front and geopolitical developments are fuelling fears.
Article by George Alevrofas, allnews
«A fourth pillar of retirement provision is necessary»
The CEO of VT Wealth Management pleads for private savings alongside our three-pillar system, as otherwise in many cases the accustomed lifestyle can no longer be maintained after retirement.
Article by Sacha Fedier, CEO, finews
«Stock exchange commentary – Straumann»
Further price declines could follow, but at least a crash need not be feared at present.
Article by Portfolio Management, finews
«Stock exchange commentary – Novo Nordisk»
It is certainly not a mistake to engage in profit-taking.
Article by Portfolio Management, finews
«The risks should not be underestimated»
After the March banking turmoil, markets recovered quickly. But geopolitical and other risks should not be underestimated. Caution remains in order.
Article by George Alevrofas, allnews
«Restriction of emergency law helps the financial centre»
The fact that the Federal Council has (once again) made use of emergency law in the UBS/CS case raises questions for the future of the Swiss financial centre.
Article by Thomas Fedier, founder of VT Wealth Management, allnews
«Stock exchange commentary – Interest rate hike»
High inflation, rising interest rates and a slowdown in economic growth remain our biggest concerns.
Article by Portfolio Management, finews
«A small step from emergency to injustice»
The fact that the Federal Council applied emergency law (again) in the UBS/CS case raises questions for the future of the Swiss financial centre. Did the Federal Council acquire a taste for this authoritarian remedy in the Corona crisis?
Article by Thomas Fedier, founder of VT Wealth Management, NZZ
«The economic situation weighs on the market»
That equity prices are close to their all-time high does not change that.
Everycycle of Fed rate hikes ends in a recession or financial crisis.
Article by George Alevrofas, allnews
«Back to the future of private banking»
Collaborations are imperative; transparency is essential.
Article by Sacha Fedier, finews
«Back to the Future in Private Banking»
IFMs have advantages over banks: they are not tied to a particular bankingservice or a limited number of investment products.
Article by Sacha Fedier, allnews
«Only one solution»
Don’t misinterpret market sentiment.
Article by George Alevrofas, allnews
«Stock exchange commentary – Siemens, Roche»
The stock market upswing should not lead to wrong conclusions. Prudent stock selection is the order of the day.
Article by Portfolio Management, finews
«Discernment above all»
Only the best quality stocks will be good enough.
Article by George Alevrofas, allnews
«Zurich Wealth Manager Nabs Credit Suisse Team»
The independent asset manager VT Wealth Management AG has succeeded in attracting three ex-bankers from Credit Suisse. Existing activities in the Middle East, East Africa, Pakistan, NRI/NRP and the UK are to be further expanded by this team.
Article by Sacha Fedier, finews
«Stock exchange commentary – Equity tips»
Chances are good that the central banks will manage a soft landing, which seems to be contained in the share prices.
Article by Portfolio Management, finews
«Stock exchange commentary – Holcim, Danaher»
The interest rate hikes are a bit more aggressive than expected. An environment of rising interest rates and declining growth cannot be good for equities.
Article by Portfolio Management, finews
«Those betting on rising prices now are taking considerable risks»
Since mid-June, the stock markets have recovered noticeably from the massive losses before – but the environment has changed.
Commentary by George Alevrofas, NZZ
«Every interest rate step threatens a fiasco»
The announcement of a more restrictive monetary policy by the ECB is causing sell-off sentiment on the stock market.
Commentary by George Alevrofas, NZZ
«Stock exchange commentary – ABB and Enel»
The situation on the markets remains difficult, also in view of the geopolitical situation. After the significant price corrections, it still seems too early to re-enter on a broad front.
Article by Portfolio Management, finews
«Inflation scares investors»
Technology stocks are being sold – investors are looking for inflation-resistant investments.
VT strategist recommends focusing on stocks from resistant sectors.
Commentary by George Alevrofas, NZZ
«VT Wealth wants to be a contact point for “unhappy” bankers»
By obtaining the Finma licence, which will be indispensable in the future, the Zurich-based asset manager VT Wealth Management wants to profile itself as a “new home” for bankers who can no longer get ahead in their current position.
Article by Sacha Fedier, finews
«Small asset managers are threatened with extinction»
According to their own statements, hundreds of asset management companies do not want to apply for a Finma licence. This leaves them with no choice but to close their business or join a licensed competitor. Small firms in particular are considered to be under threat.
Commentary by Sacha Fedier, FINANZ und WIRTSCHAFT
«Stock market commentary – ASML, Lonza»
Against the backdrop of the war in Ukraine, the outlook on the markets is to be assessed more cautiously.
Article by Portfolio Management, finews
«A crystal ball for investors»
Professional investors use artificial intelligence and non-traditional data sources for their
investment success.
Article by Raphael Steigmeier, FINANZ und WIRTSCHAFT
«Stock exchange commentary – UBS, John Deere»
The fact that the markets corrected somewhat last week should not be overestimated.
Article by Portfolio Management, finews
«Stock exchange commentary – Amazon, Sonova»
The global economy is running on all cylinders despite Covid, which largely explains the supply shortages.
Article by Portfolio Management, finews
«Stock exchange commentary – Box, SIG, ASML»
Some caution is indicated in the markets. Tensions in the system cannot be ignored.
Article by Portfolio Management, finews
«Stock exchange commentary – Stagflation fears on the stock exchanges»
Right now, there are too many unknown variables.
Comment by George Alefrovas, NZZ
«Inflation is another challenge-but not more»
Inflation? For globally oriented clients in private banking, it is not currently at the top of the list of the biggest problems.
Article by Sacha Fedier, NZZ
«Stock exchange commentary – Richemont»
On the one hand, growth estimates still seem somewhat high, especially in view of the Covid situation. On the other hand, political risks should not be underestimated.
Commentary by Portfolio Management, finews
«Stock exchange commentary – Swissquote, S&N»
The mood on the markets remains rather leisurely. The markets are highly valued, but with a view to the ongoing glut of money, they could go even higher.
Article by Portfolio Management, finews
«Late Comers»
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
«The chip market is undergoing a fundamental change – this is what investors need to consider»
The world is hungry for semiconductors. Swiss suppliers are profiting from the development. Which shares are attracting investors’ interest.
Article by George Alevrofas, Neue Zürcher Zeitung (only in German)
«Stock exchange commentary – Invest selectively»
We expect a robust economic development in the coming months and remain quite optimistic for risky investments.
Article by Portfolio Management, finews
«Between virtue and vision»
Private banking urgently needs to return to its old virtue in order to be successful: client focus.
Article by Sacha Fedier, FINANZ und WIRTSCHAFT
«The “blue wave” does not bring blues to the stock market»
According to George Alevrofas of VT Wealth Management, the continuing high spirits on the markets also have to do, but not only, with the economic stimulus programme of the new American government.
Commentary by George Alevrofas, Neue Zürcher Zeitung (only in German)
«Stock exchange commentary – Givaudan»
The correction may still continue. Corporate results, often better than expected, do not prevent this.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«High valuations are okay in the zero interest rate markets»
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
«Stock exchange commentary – Vifor, Iqvia, Dialog»
The market currently seems to know only one direction – upwards.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Equity gains despite election uncertainty»
The support of the US Federal Reserve and the vote in favour of the upcoming stimulus are certain and further enhance the attractiveness of equities as an asset class.
Commentary by George Alevrofas, Neue Zürcher Zeitung
«We remain optimistic for the US equity market»
George Alevrofas, CIO and Member of the Executive Board VT Wealth Management, on the prospects of the US equity market, the secret of the success of the actively managed US Leaders Equity Fund, the selection process applied, the expected winner of the US presidential election and his current personal equity favorite.
Interview with George Alevrofas, Payoff Magazine
«“These are money machines” – investment experts expect continued dominance of the tech giants»
The shares of US technology companies have recently suffered certain price losses. However, in view of the massive gains in the preceding period, these are fading. In the future, too, it will be hard to avoid the stocks of the tech giants, say investment experts.
Article with George Alevrofas, Neue Zürcher Zeitung
«Intelligence in digital transformation»
Algorithms How can an investor continue to make money in these uncertain volatile markets.
Interview with Raphael Steigmeier, Handelszeitung (in German)
«Stock exchange commentary – Sonova, Zimmer»
After the temporary shocks triggered by the coronavirus, we will not see a V-shaped recovery in the financial markets. The uncertainties are too great for that.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Dynamic portfolio & As in the good old days»
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)
«La clé est d’investir sans émotion»
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)
«Black Monday – The professionals recommend to keep a cool head»
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
«How to outperform the stock market using artificial intelligence»
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)
«Stock exchange commentary – Window Dressing»
Many investors are still underinvested in equities, so it is highly likely that window dressing will come at the end of the year.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – Vifor and Fiserv»
The relatively good economic situation and loose monetary policy continue to support equities, but the risks should not be underestimated.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«It is not always a question of cost»
Depending on the market situation, the discussion about passive and active investing will be more or less intensive. The question of whether active versus passive investing is ultimately only a question of cost is justified – and quickly answered: no.
Articel by Sacha Fedier, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – Three favourites»
The continued loose monetary policy will provide impulses for equities. On the other hand, corporate earnings will not rise to the same extent in the tenth year of the upswing.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – Proceed Selectively»
In March, we advocated profit-taking as soon as Wall Street reaches new highs. It is now safe to underweight equities, especially as the political risks should not be underestimated.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«VT Wealth Management brings investment specialist from Credit Suisse subsidiary»
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
«Bank or an independent asset manager?»
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)
«Digital on the way»
“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)
«Coffee with Sacha Fedier»
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)
«Stock exchange commentary – caution advised»
We are sticking with our cautious stance, even though there are some signs of the situation easing with regard to interest rates and the trade dispute.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – stable shareholder»
We are still in a cautious mood as far as global stock markets are concerned. Valuations are pretty steep.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«VT Wealth Management focuses on entrepreneurs from the Alpine region»
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
«Stock exchange commentary – not a racing certainty»
We still believe it makes sense to take profits on an ongoing basis. We would not be surprised if there were a correction in the autumn.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Welcome to the slaughterhouse!»
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
«Stock exchange commentary – Bringing in the harvest»
Wir würden in Stärkephasen weiterhin Gewinne realisieren, Absicherungen vornehmen und Titel abbauen, die den Marktdurchschnitt nicht schlagen.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Until death do you part»
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)
«Initial experience with AEOI»
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)
«Stock exchange commentary – Vifor, Red Hat, Axa»
Global growth seems to have reached its peak and the fear of trade wars is weighing heavily on the markets.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – Buy Sulzer»
We took profits in January in expectation of a correction. However, it is unusual that a downward trend in share prices starts when the general economic situation is improving and company profits are excellent.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – US tax reduction»
The global economic data drew a robust picture.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«What is good asset management?»
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)
«Stock exchange commentary – Unique situation»
It’s not often that we experience simultaneous growth, as at present. The only times we’ve seen this was at the end of the 1980s and before the 1973 oil crisis.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Focusing on business areas with growth potential»
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)
«Stock exchange commentary – French equities»
The investment world is gradually returning to normal after an excessive phase of hysteria. Europe is not falling apart, and Trump is a real estate developer who is out of his depth and tends to react impulsively.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«When succession needs to be sorted»
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)
«Stock exchange commentary – All’s well despite the disturbances»
Despite all the justified concerns regarding the political disturbances in Europe and the US, we should not underestimate the sustained cyclical upturn or the significance of interest rates returning to normal are not to be underestimated.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«Stock exchange commentary – Optimism»
It doesn’t look too bad on the stock markets in the months ahead. The dollar will remain strong. The oil price will move on a level that will help both producers and consumers.
Article by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)
«What sets a truly successful Wealth Manager apart»
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
«Subordinated Loans – nothing for those new to mark-to-market»
Nowhere can the unintended impact of tougher banking regulation and daily marking-to-market be seen as clearly as in the subordinated loans segment.
Article by Thomas Fedier, FINANZ und WIRTSCHAFT (only in German)
«Asset management in a tight spot»
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»
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»
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»
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)
«Banks have learned nothing»
We’ve sold all bonds with a poor credit rating, are still holding 35% bonds in a balanced portfolio with a maximum duration of three years.
Interview with Thomas Fedier, NZZ am Sonntag (only in German)
«The competition hasn’t put an end to us»
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)
«There are too many private interests»
You need a critical mass, entrepreneurial management and careful planning.
Interview with Thomas Fedier, FINANZ und WIRTSCHAFT (only in German)
«Freelancer model for asset managers»
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)
«It’s been harmless so far»
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)
«There are not many good people left in the market»
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)
«The major banks haven’t exactly made themselves popular»
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)
«We’ll probably even be taking on new staff»
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)
«Is there a threat of recession?»
It’s not the extent of the growth by the end of the year that is crucial, but whether the established nations have fallen into recession.
Article by Vanessa Honsel, finews.ch (only in German)
«Opportunities in equities – despite market risks»
Political risks are overestimated – good reasons for equity investments and a trend reversal in the third quarter – moderate growth with little inflation.
Article by Vanessa Honsel, Finanz und Wirtschaft (only in German)
«Loyalty to the customer is the key to success»
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)
«A profession with discreet charm»
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)