The future of an independent asset manager depends not only on smart investment decisions, but also on well thought-out succession planning, writes Markus Angst in a guest article on finews.ch. Those who ignore this issue risk not only their own success, but also the trust of their clients. Read the full article at finews.ch.

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 [...]

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 [...]

The focus of asset managers is shifting. Where the focus used to be on looking after clients, regulatory requirements and administrative duties now dominate. In an interview with finews.ch, Aquila founder Max Cotting says that time for the actual core of the work, namely maintaining client relationships, is dwindling. Read the full interview here.

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

The digital transformation in wealth management is not just a question of technology. It is a question of "being fit" for the future. In her article for finews.first, Vivien Jain writes that it is a question of balancing tradition and modernity. Read the full article here.

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.