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«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)
«Le savoir-faire d’un bon gérant n’est pas automatisable»
D’un coût raisonnable, les instruments en self-service facilitent le développement des petits patrimoines. Le client veut aussi pouvoir compter sur une aide concrète face aux épreuves de la vie, comme un divorce. Or, aucun logiciel ne propose ce type d’assistance.
Interview with Thomas Fedier, Le Temps (only 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)