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.

Carine Frick-Delaloye,is responsible for the development of the platform and has also been entrusted with the management of the custodian bank. Her most important concerns are more competitive services and more appropriate support for external asset managers.