Radical shakeup of Swiss private banks needed
Swiss private banks are failing to address rapidly declining profitability and are too focused on defensive measures to implement a radical transformation that will allow them to generate competitive advantage and sustainable growth, says KPMG.
Investors switch to trackers in European equity markets
Following the French elections, investors have swapped actively managed single country equity funds for index trackers.
US equity CAPE at a 13-year high – time to sell?
The cyclically adjusted P/E ratio of the S&P 500 is at its highest level since 2004. What does that say about return prospects for US equities going forward? Gabriel Bartholdi, head of asset allocation at Swiss consultancy firm Wellershoff & Partners, gives his view.
Interview – Laurent Truchi and his quest for passion
What do you look for in a fund manager? Laurent Truchi of Edmond de Rothschild believes it’s primarily one thing that counts: passion.
Wilhelm Zehender on the trade-offs between liq alts and hedge funds – Part 1 of 2
In this video interview, Wilhelm Zehender, a fund analyst at VP Fund solutions in Liechtenstein, explains why he has started investing in alternative Ucits funds alongside his traditional hedge fund portfolio. He also reflects on the returns he has made on his investments…
Wilhem Zehender on the trade-offs between liq alts and hedge funds – Part 2 of 2
In part two of this interview, Wilhelm Zehender lines out how much of his client’s portfolios are invested in absolute return funds, and how he keeps hunting for new strategies as more and more hedge fund managers set up funds in Ucits format.
Video interview – Moving up the risk ladder with Walid Moukarzel
In this video interview, Walid Moukarzel, head of investment advisory at Banque Audi Suisse in Geneva, tells how he has been moving his conservative clients along the risk curve.
SEC to accuse Credit Suisse of inflating private bank assets
The US Securities and Exchange Commission (SEC) is reportedly set to accuse Credit Suisse of misleading investors by improperly inflating reports of the assets under management in its private bank.
Subordinated bank debt receives warm reception from Swiss investors
Close to half of Switzerland’s investors will buy the subordinated debt that European banks are expected to issue in the coming years, according to a poll held at Expert Investor Switzerland.