Interview with Finews: A customized succession solution

July 3, 2024

Sometimes the usual options just don't fit. This was the case when one of our long-standing partners was looking for a succession solution. Neither a family-internal solution, collaboration with another independent asset manager, nor handing over to a bank seemed right to him.

Together, we developed an exceptional solution: an absorption merger that not only ensured the continued existence of his company but also allowed him to continue to be there for his clients as a relationship manager. This solution takes into account the valuable relationships that have often grown over decades.

Read more about this story in our interview with Finews: Asset management: You don't sell your friends (finews.ch)

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Aquila Viewpoints

Market outlook | 1st quarter 2025

President-elect Donald Trump can implement his policies without restriction with the support of both chambers, which can have an inflationary effect in extremis.
"America First" will have a positive impact on US growth. The international effects depend on the specific implementation of the measures, as well as the countermeasures - as the example of China shows.
Western central banks are expected to cut interest rates further by 2025 to support the economy, while the BOJ is likely to move further away from its zero interest rate policy.
Lower financing costs are also welcomed due to the high and rising national debt in some cases.
The bond markets have calmed down following the US presidential election. Investors are keeping a close eye on the development of government debt.
There was profit-taking on the US stock markets following the US election. In Europe, the markets have been under pressure since the end of September. We remain cautiously positive about further developments. Geopolitical risks and customs discussions could weigh on the stock markets.
The US dollar is trending firmer after the election, while the Swiss franc is showing relative strength, especially against the euro.
The long overdue technical correction in gold has taken place. We remain positive in our medium-term assessment.

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Interview with Finews: A customized succession solution

Aquila Focus 5/24 - A strong year and an exciting outlook for 2025

Market outlook | 1st quarter 2025

Vivien Jain: "A successful succession process can take 3 to 5 years".