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News

6. October 2017 by unikatch_wp

How to find out more from and about us.

Categories:

5. July 2023

«Stock exchange commentary – Novo Nordisk»

It is certainly not a mistake to engage in profit-taking.
Article by Portfolio Management, finews

1.2 MB
Categories: Article, Finance Centre, Wealth Manager

26. May 2023

«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.
Articel by George Alevrofas, allnews

0.5 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

2. May 2023

«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

0.5 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

26. April 2023

«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

1.2 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

«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

0.9 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

24. April 2023

«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.
Articel by George Alevrofas, allnews

0.5 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

13. April 2023

«Back to the future of private banking»

Collaborations are imperative; transparency is essential.
Article by Sacha Fedier, finews

0.9 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

27. March 2023

«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

0.5 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

24. February 2023

«Only one solution»

Don’t misinterpret market sentiment.
Article by George Alevrofas, allnews

0.4 MB
Categories: Article, Finance Centre, Wealth Manager

15. February 2023

«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

1.3 MB
Categories: Article, Finance Centre, Wealth Manager

8. February 2023

«Discernment above all»

Only the best quality stocks will be good enough.
Article by George Alevrofas, allnews

0.4 MB
Categories: Article, Finance Centre, Wealth Manager

29. December 2022

«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

0 MB
Categories: Article, Finance Centre, Wealth Manager

30. November 2022

«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

1.3 MB
Categories: Article, Finance Centre, Wealth Manager

28. September 2022

«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

1.4 MB
Categories: Article, Finance Centre, Wealth Manager

10. August 2022

«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

1.2 MB
Categories: Article, Finance Centre, Wealth Manager

14. June 2022

«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

1.1 MB
Categories: Article, Finance Centre, Wealth Manager

18. May 2022

«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

1.2 MB
Categories: Article, Finance Centre, Wealth Manager

9. May 2022

«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

1 MB
Categories: Article, Finance Centre, Wealth Manager

4. April 2022

«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

0 MB
Categories: Article, Finance Centre, Wealth Manager

«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

0.6 MB
Categories: Article

23. March 2022

«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

1.5 MB
Categories: Article, Finance Centre, Wealth Manager

2. February 2022

«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

1 MB
Categories: Article, Wealth Manager

12. January 2022

«Stock exchange commentary – UBS, John Deere»

The fact that the markets corrected somewhat last week should not be overestimated.
Article by Portfolio Management, finews

0.6 MB
Categories: Article, Finance Centre, Wealth Manager

24. November 2021

«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

1.5 MB
Categories: Article, Finance Centre, Wealth Manager

29. October 2021

«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

0.5 MB
Categories: Article, Finance Centre, Wealth Manager

9. October 2021

«Stock exchange commentary – Stagflation fears on the stock exchanges»

Right now, there are too many unknown variables.
Comment by George Alefrovas, NZZ

1 MB
Categories: Article, Finance Centre, Wealth Manager

22. September 2021

«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

0.2 MB
Categories: Article

«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

1.3 MB
Categories: Article, Finance Centre, Wealth Manager

18. August 2021

«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

1.3 MB
Categories: Article, Finance Centre, Wealth Manager

21. July 2021

«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

1.4 MB
Categories: Article, Finance Centre, Wealth Manager

23. June 2021

«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)

3.2 MB
Categories: Article, Macro

12. May 2021

«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

0.7 MB
Categories: Article, Finance Centre, Wealth Manager

8. April 2021

«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

0.8 MB
Categories: Article, Finance Centre, Wealth Manager

11. February 2021

«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)

0.7 MB
Categories: Article, Finance Centre

«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)

1.4 MB
Categories: Finance Centre, Macro

12. December 2020

«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

1.5 MB
Categories: Article, Macro, Wealth Manager

8. December 2020

«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)

1.3 MB
Categories: Article, Finance Centre

5. November 2020

«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

0.8 MB
Categories: Article, Macro

1. October 2020

«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

3 MB
Categories: Article

21. September 2020

«“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

2.4 MB
Categories: Article, Macro

8. May 2020

«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)

1.4 MB
Categories: Article, Wealth Manager

16. April 2020

«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)

1.4 MB
Categories: Article, Macro

14. April 2020

«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)

2.1 MB
Categories: Article, Finance Centre, Macro, Wealth Manager

30. March 2020

«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)

0.1 MB
Categories: Article, Finance Centre, Wealth Manager

12. March 2020

«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

0.9 MB
Categories: Article, Macro, Wealth Manager

12. February 2020

«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)

0.4 MB
Categories: Article, Finance Centre, Wealth Manager

27. November 2019

«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)

1.1 MB
Categories: Article, Macro

«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)

1 MB
Categories: Article, Macro

30. October 2019

«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)

7.7 MB
Categories: Article, Macro

11. July 2019

«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)

0.3 MB
Categories: Article, Finance Centre

28. May 2019

«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)

1.2 MB
Categories: Finance Centre, Macro

6. May 2019

«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

0 MB
Categories: Article, Finance Centre, Wealth Manager

1. May 2019

«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)

0.7 MB
Categories: Article, Finance Centre, Wealth Manager

1. February 2019

«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)

0.3 MB
Categories: Article, Finance Centre, Wealth Manager

31. January 2019

«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)

0.5 MB
Categories: Article, Wealth Manager

11. January 2019

«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)

1.2 MB
Categories: Macro

25. October 2018

«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)

1.1 MB
Categories: Macro

9. October 2018

«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

0.1 MB
Categories: Finance Centre, Macro, Wealth Manager

29. August 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)

1.2 MB
Categories: Macro

2. July 2018

«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

1.8 MB
Categories: Article, Finance Centre, Wealth Manager

14. June 2018

«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)

1 MB
Categories: Macro

2. May 2018

«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)

1.3 MB
Categories: Article, Wealth Manager

15. April 2018

«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)

2.5 MB
Categories: Article, Wealth Manager

11. April 2018

«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)

0.9 MB
Categories: Macro

8. February 2018

«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)

1.2 MB
Categories: Macro

11. January 2018

«Stock exchange commentary – US tax reduction»

The global economic data drew a robust picture.
Articel by Portfolio Management, FINANZ und WIRTSCHAFT (only in German)

22.11_FuW-Börsenkommentar_EN

1.2 MB
Categories: Macro

30. October 2017

«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)

1.2 MB
Categories: Finance Centre, Wealth Manager

20. September 2017

«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)

0.9 MB
Categories: Macro

14. September 2017

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

17. May 2017

«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)

1 MB
Categories: Macro

29. April 2017

«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)

2.5 MB
Categories: Finance Centre, Wealth Manager

16. March 2017

«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)

1 MB
Categories: Macro

12. January 2017

«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)

1 MB
Categories: Macro

25. December 2016

«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

0.4 MB
Categories: Finance Centre, Wealth Manager

22. October 2016

«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)

1.3 MB
Categories: Macro

15. September 2016

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

17. June 2016

«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

0.3 MB
Categories: Finance Centre, Wealth Manager

2. May 2016

«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)

1.5 MB
Categories: Finance Centre, Wealth Manager

15. September 2015

«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)

0.2 MB
Categories: Finance Centre

24. May 2015

«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)

0.1 MB
Categories: Macro

20. April 2015

«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)

0.4 MB
Categories: Finance Centre, Wealth Manager

13. August 2014

«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)

0.4 MB
Categories: Finance Centre, Wealth Manager

17. June 2013

«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)

0 MB
Categories: Wealth Manager

5. December 2012

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

8. October 2012

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

9. December 2011

«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)

0.1 MB
Categories: Finance Centre, Macro, Wealth Manager

10. November 2011

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

13. October 2011

«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)

0 MB
Categories: Macro

27. July 2011

«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)

1.7 MB
Categories: Macro

31. March 2010

«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)

0.1 MB
Categories: Finance Centre, Wealth Manager

25. June 2008

«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)

0.1 MB
Categories: Finance Centre, Macro

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