Wealth Management at a global level and in Switzerland – status report & sector trends

Wealth Management at a global level and in Switzerland – status report & sector trends (Swiss Bankers Assoc’ Nov 2013)

A great overview and quantitative/qualitative update on the state of the Swiss Wealth Management industry both from a standalone point of view and also relative to the global wealth management business.  Some fantastic statistics here including an overview of all M&A activity within the Swiss industry since 2009 – well worth a read…

Download Report

CISA Presentation by Alexandre Col at Banque Privee Edmond de Rothschild

CISA Presentation by Alexandre Col at Banque Privee Edmond de Rothschild

Presentation given by Mr Alexandre Col, member of the executive committee at Banque Privee Edmond de Rothschild.  The presentation provides a great overview of the key elelments relating to the changing regulatory lanscape for fund management companies operating in/from Switzerland and the revisions to the Swiss Collective Investment Schemes Act (CISA)…

Download pdf

New Rules on the Distribution of Foreign Collective Investment Schemes in Switzerland

New Rules on the Distribution of Foreign Collective Investment Schemes in Switzerland – What Distributors Should Be Aware of

A Financial Markets Briefing from Attorney’s at Law, Froriep Renggli in Zurich.

The Swiss Act on Collective Investment Schemes (“CISA”) has recently been amended and will in its revised version enter into force on 1 March 2013 together with a revised version of the Ordinance on Collective Investment Schemes (“CISO”).  Both, the revised CISA and the revised CISO contain new rules governing the distribution of foreign collective investment schemes in Switzerland. Some key aspects of these new rules are set out…

Download Report

Revised Collective Investment Scheme Act (Summary by Stephanie Comtesse at Bar & Karrer, Zurich)

Revised Collective Investment Scheme Act (Summary by Stephanie Comtesse at Bar & Karrer, Zurich)

Very clear, concise overview of the changes to the Swiss Collective Investment Scheme Act (CISA).  This paper was written earlier this year by Attorney-at-Law Stephanie Comtesse who works for Zurich law firm Bar & Karrer (www.baerkarrer.ch)

Link to Article

FINMA Circular 2013/9. Distribution of Collective Investment Schemes (English Translation by KPMG)

FINMA Circular 2013/9. Distribution of Collective Investment Schemes (English Translation by KPMG)

FINMA Circular 2013/9, Distribution of Collective Investment Schemes.  A translation from the original German by KPMG outlining the responsibilities and new requirements for the the distribution of fund units in Switzerland under the revised Collective Investment Schemes legislation…

Download report

Head of Swiss financial regulator steps down

Head of Swiss financial regulator steps down (from www.swissinfo.ch)

The head of the Swiss Financial Market Supervisory Authority (FINMA) will step down at the end of January. Patrick Raaflaub has managed the department for five years and decided to resign on his own accord, according to FINMA…

Link to Article  or  Link to FINMA Statement

HSBC Private Bank’s top selector on tackling new challenges (from citywire)

SBC Private Bank’s top selector on tackling new challenges

Great article/interview from Citywire featuring Herve Croset who heads the long-only fund selection team at HSBC Private Bank in Geneva…

Link to article

Credit Suisse appoint new head of UHNWI business in Switzerland (from Reuters)

Credit Suisse appoint new head of UHNWI business in Switzerland (from Reuters)

(Reuters) – Credit Suisse is promoting veteran Swiss investment banker Thomas Gottstein to head up its ultra-rich clients business in Switzerland, highlighting the expertise increasingly sought by private banks to cater to their wealthiest customers…

New Chief Investment Officer at Julius Baer

Burkhard Varnholt new Chief Investment Officer at Julius Baer

Zurich, 16 December 2013 — Julius Baer has appointed Burkhard Varnholt as new Head Investment Solutions Group (ISG) and Chief Investment Officer (CIO) as of 1 March 2014. Hans Lauber who has previously held both positions will leave Julius Baer for private reasons: already some time ago he requested to be relieved of his duties to devote more time to his family…

Download Press Release

Hedge Funds World Zurich – 18-20 November, 2014

(Terrapinn) Hedge Funds World Zurich – 18-20 November, 2014, Dolder Grand Hotel

Hedge Funds World Zurich brings together the Swiss end-investor community to assess allocation opportunities to Hedge Funds.  This major industry gathering comprises institutional investors, fund of funds, hedge funds, administrators, brokers and technology providers and truly reflects the depth and experience of the Swiss hedge funds industry.  An industry benchmark for innovation for the last 16 years, Hedge Funds World Zurich represents an opportunity to network and do business with Swiss based family offices, private wealth managers and private banks…

Visit Event Website