Specialist article.

"The purchase price should be based on the profitability of the customer portfolio"

September 29, 2024

According to Markus Angst, a good third of all independent asset managers still active today will be transferred in the next few years. The issue of transfer has therefore become a priority for them, which, due to its complexity, requires a rational approach as well as a certain sense of foresight.

mockupmarkus angst archives sphere

Read here the the full interview in German.
Voici l'intégralité de l'interview en français.

Disclaimer: Produced by Investment Center Aquila Ltd. Information and opinions contained in this document are gathered and derived from sources which we believe to be reliable. However, we can offer no under-taking, representation or guarantee, either expressly or implicitly, as to the reliability, completeness or correctness of these sources and the information pro-vided. All information is provided without any guarantees and without any explicit or tacit warranties. Information and opinions contained in this document are for information purposes only and shall not be construed as an offer, recommendation or solicitation to acquire or dispose of any investment instrument or to engage in any other trans action. Interested investors are strongly advised to consult with their Investment Adviser prior to taking any investment decision on the basis of this document in order to discuss and take into account their investment goals, financial situation, individual needs and constraints, risk profile and other information. We accept no liability for the accuracy, correctness and completeness of the information and opinions provided. To the extent permitted by law, we exclude all liability for direct, indirect or consequential damages, including loss of profit, arising from the published information.

Aquila Fokus

Aquila Focus 4/24 - Review, outlook and the yellow metal in the spotlight

aquila focus 4/24 - review, outlook and the yellow metal in the spotlight

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.

#aquila focus #EAM 1TP5Investments 1TP5Equities #aquila #asset management 1TP5Gold 1TP5Review 1TP5Outlook 1TP5Central banks 1TP5Interest rate policy

Show publication

Domicile address

Aquila AG
Bahnhofstrasse 43
CH-8001 Zurich
Phone: +41 58 680 60 00

Postal address

Aquila AG
PO Box,
CH-8022 Zurich