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Geneva/Zurich, 25 May, 2016 Voxia communication, a leading Swiss PR agency, released today the 2016 Wealth Managers’ Guide. This comprehensive publication is mainly dedicated to the 3’000 Independent Wealth Managers (IWM) active in Switzerland but addresses most challenges faced by all actors in the financial industry. Around fifty prominent specialists contributed to this 5th issue which also features a specific section on Socially Responsible Investing (SRI). In parallel, Voxia also released a special issue dedicated to the growing Exchange Traded Products (ETPs) market. A ten-page Directory lists contact information of all major actors of the Swiss financial center. In this 2016 issue, the Guide details the impacts of new and coming regulations on the Independent Wealth Managers’ activity. Among other contributors, Patrick Dorner, Director of the Swiss Association of Asset Managers (SAAM) tackles the question of consolidation, a key issue […]


L’indépendance a ses raisons que la raison ignore. Il ne semble pas y avoir d’autre explication au paradoxe de la survivance de quelques 3’000 GFI en terre helvétique. Oeuvrant sous ce faisceau d’épées de Damoclès que constituent la réglementation, la pression de leurs partenaires et l’augmentation des coûts, pour quelles raisons les GFI persistent-ils dans des structures économiquement sous-optimales? Comment peuvent-ils encore résister aux injonctions des théoriciens qui leur promettent le salut dans la consolidation?     Lien vers les publications


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