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.
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 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 the full interview in German here.Voici l'intégralité de l'interview [...]
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