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News

6. October 2017 by unikatch_wp

How to find out more from and about us.

Categories:

11. June 2025

«Colgate-Palmolive»

American politics and the US president in particular are irritating many investors.

Articles from Portfolio Management, “Finanz und Wirtschaft”

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

7. June 2025

«US policy sets the pace»

Share prices defy geopolitics.

Article by George Alevrofas, FuW Monitor

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

16. April 2025

«Meta, PepsiCo»

The stock market storm passed quickly, and those who took advantage of the lower prices to build up positions were well served.

Article from Portfolio Management, Finanz und Wirtschaft

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

9. April 2025

«Exaggerated crash fears»

So far, the stock markets have only reduced exaggerations.

Article by George Alevrofas, Monitor, Finanz und Wirtschaft

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

3. April 2025

«Swiss stock market plummets to January level»

Stock markets around the world have fallen following the announcement of Trump’s tariff package. In Switzerland, UBS, Richemont and Logitech have been hit hard.

Article by George Alevrofas, Handelszeitung

Categories: Article, Finance Centre, Macro, Wealth Manager

28. March 2025

«Don’t underestimate the United States»

Momentum is strong on the other side of the Atlantic. The stock market will catch up.

Article by George Alevrofas, allnews 

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

26. March 2025

«Back to the future of Private Banking»

Many rely on trust and discretion, but one of the most important virtues is often forgotten: individuality.

Article by Sacha Fedier, Finanz und Wirtschaft

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

15. March 2025

«Investors flee from US equities»

Europe top, USA a flop – the development of the stock markets since the beginning of this year shows an unusual picture. Investors are rediscovering the Old World.

Article by George Alevrofas, NZZ

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

4. March 2025

«Stock market ticker: SMI closes in the red»

US customs duties weigh on Swiss markets – Nestle and pharmaceutical stocks in demand

Article by George Alevrofas, Cash

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

28. February 2025

«Like the golden age of the 1990s»

It’s not just good company results that are driving the market.

Article by George Alevrofas, allnews

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

26. February 2025

«Consumption and tech»

The economy remains robust, market participation is increasing and earnings growth is holding steady.

Article by Portfolio Management, Finanz und Wirtschaft

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

25. February 2025

«Stock market ticker: Swiss stock market on the rise – Nestle and Novartis in demand – ABB falls back»

The Swiss stock market rose on Tuesday.

Article by George Alevrofas, cash 

Categories: Article, Finance Centre, Macro, Wealth Manager

12. February 2025

«New man at VT Wealth Management»

The independent wealth manager is still in expansion mode. It has now hired a client advisor with international experience and a large network who is also well versed in the Swiss financial centre.

Article by Sacha Fedier, finews

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

31. January 2025

«Betting on the Trump boom»

Thanks to the change of government in the US, January was a pleasant month for the stock markets. This positive mood is set to continue.

Article by George Alevrofas, allnews 

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

25. January 2025

«Trump boosts markets»

Prices rise – dampener for the dollar

Article by George Alevrofas, FuW

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

16. January 2025

«Stock market ticker: Richemont and financial stocks lift the Swiss stock market significantly»

Geberit under pressure – US investors with the handbrake on

Article by George Alevrofas, cash 

Categories: Article, Finance Centre, Macro, Wealth Manager

11. December 2024

«Schindler, Roche»

We are optimistic at the turn of the year and have increased our equity allocation. – Interest rate cuts can also be expected.

Article by Portfolio Management, FuW

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

29. November 2024

«The outlook for 2025 are good»

Next year, the impulses on the markets will continue to come from the USA. Switzerland is already in a better position.

Article by George Alevrofas, allnews

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

28. November 2024

«Concierge services: enhancing wealth management»

VT Wealth Management complements its range of financial
financial services with butler and concierge services for busy people,
travellers and others who want to make their lives easier and save time.

Article by Sacha Fedier, finews

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

1. November 2024

«Trump or Harris»

The growth prospects in the United States are better than in the rest of the world.
The world is waiting for the outcome of the American elections. According to betting agencies, the matter is clear: Former President Donald Trump has already won.

Article by George Alevrofas, allnews

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

4. October 2024

«The last quarter of 2024 promises to be difficult»

The last three months of 2024 must be approached with due caution

Article by George Alevrofas, allnews

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

2. October 2024

«AbbVie, Stryker»

The fourth quarter should be approached with due caution. The interest rate cuts by the central banks have once again boosted share prices.

Article by Portfolio Management, FuW

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

2. September 2024

«Be careful this fall, even for Nestlé»

The market correction at the beginning of August can also have positive aspects.

Article by George Alevrofas, allnews

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

10. July 2024

«LVMH and Ferrari are part of the portfolio»

Europe dominates the luxury goods sector.

Article by George Alevrofas, FuW

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

28. June 2024

«Interest rate expectations remain the main driver of the equity markets»

Selecting the right sectors remains of central importance.

Article by George Alevrofas, allnews

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

31. May 2024

«Profit-taking in the summer would come as no surprise»

The mood on the global equity markets is and remains good for the time being.

Article by George Alevrofas, allnews

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

26. April 2024

«A look back fuels optimism»

The current situation on the markets is not bad. However, a small correction cannot be ruled out.

Article by George Alevrofas, allnews

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

17. April 2024

«Don’t run after gold»

The price of gold is on everyone’s lips these days. Will it continue to rise or is most of the rise already behind us?

Article by Portfolio Management, allnews

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

13. March 2024

«No fear of investing at the highest level»

Property risk – the markets are enjoying the sometimes massive and yet somewhat unrealistic profit increases.

Article by Portfolio Management, FuW

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

1. December 2023

«VT Wealth Management hires South Africa (wine) expert»

A long-standing private banker is joining the growing team at independent asset manager VT Wealth Management in Zurich. The new man brings with him profound market knowledge that extends far beyond the financial sector.

Article by Sacha Fedier, CEO, finews

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

15. November 2023

«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

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

27. October 2023

«Uncertainty in the markets is growing»

Changes on the interest rate front and geopolitical developments are fuelling fears.

Article by George Alevrofas, allnews

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

9. September 2023

«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

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

6. September 2023

«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

1.1 MB
Categories: Article, Finance Centre, Macro

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.
Article by George Alevrofas, allnews

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.
Article by George Alevrofas, allnews

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

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