In the new environment shaped by FINIG/FIDLEG, the issue of succession has become crucial for many independent asset managers. In this interview, Carine Frick Delaloye examines the issue from a valuation perspective, with a focus on asset profitability.
Read here the the full interview in German.
Voici l'intégralité de l'interview en français.
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Independent asset managers looking for a successor have several options available to them today. Many of them find themselves in this situation today. Vivien Jain examines the various scenarios and their advantages and disadvantages. Regardless of which scheme is chosen, the time factor plays a crucial role in the process. Read the full article here [...]
Independent asset managers in Switzerland are in good shape, but they agree that their numbers will decrease significantly over the next few years, as a recent survey shows. They do not yet have much to do with artificial intelligence. However, those who do use it are optimizing their investment strategy and obtaining better research material.
In the latest Aquila Focus, Nicolas Peter, Head of Investment & Wealth Management at Aquila AG, takes stock of the last few months and provides an outlook for the end of the year. The equity markets have been strong in recent quarters, while the bond market has also stabilized. The yellow metal once again played a key role: gold has recorded an impressive gain of over 20% since the beginning of the year, driven by geopolitical tensions, persistently high inflation and continued central bank purchases.
Looking ahead to the final weeks of the year, gold remains a key component in portfolios. The gold price could continue to benefit from the uncertainties surrounding the global economy and potential interest rate cuts. In particular, the upcoming US presidential elections and possible new monetary policy measures could lead to increased volatility on the markets. Despite these uncertainties, we are optimistic about the year-end spurt, but are proceeding with caution, as geopolitical risks and economic weaknesses could still challenge the markets.
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