In this issue, we’re homing in on the question of planning for the future and succession. In Independent Agenda, we hear from five independent asset managers about how they tackle the difficult matter of handing over control from one generation to the next – made all the more tricky by the mergers and restructurings that are currently sweeping the industry. With clients’ trust at stake, getting it right is absolutely vital.
Now there is a magazine designed and written exclusively for Switzerland's Independent Managers.
Issue 18 - March 2018
Another firm doing something different is The Forum Finance Group. In Adviser Insider, managing partner Egon Vorfeld explains why the independent asset manager has taken the unusual step of launching its own in-house equity fund. Could it be the perfect opportunity to match an independent’s skills to clients’ needs?
Meanwhile, in A Day in the Life, Vontobel Wealth Management’s CIO Lars Kalbreier describes how disruptive figures like Elon Musk are reshaping whole industries and explains why digitisation is set to revolutionise asset management over the next 10 years.
And on a similar theme, in Viewpoint four independent asset managers reveal how their clients are accessing the latest technological innovations – from blockchain to artificial intelligence and automation.
With changes making themselves felt in personnel, allocations, technology and even in the very role of an independent asset manager, planning for the future is clearly more complex than it might first appear. Good luck!
Our cover stars this issue – François Savary and Julien Serbit of CHF 3 billion independent firm Prime Partners – know all about the importance of moving with the times. After joining the firm in 2016, the duo set about revamping its allocation strategy, recently recruiting a new team member.
To view previous issues, visit the Archive