Alioune Sonko

👉 Getting started with Stewardship: Deep-dive on Governance & Stewardship Policies 👈 The Asset Management Association Switzerland (AMAS) and the Principles for Responsible Investment (PRI) are delighted to invite to the second roundtable on Stewardship. Join us for insightful roundtable discussions as asset managers or asset owners to engage in concrete insights on how to get started with stewardship! https://lnkd.in/eCcrSEZF

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After the previous news of Switzerland's rate reduction, this is a welcome announcement. The Central bank's key interest rate has been decreased to 3.75% (the first cut since 2019!). The road to recovery with global inflation seems to be a long one but I hope this is a sign of more positive things to come. https://lnkd.in/eWiH3v39 #inflation #economy #EU #hiring

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According to our Swiss & Global Equity experts, positive links have been drawn between superior levels of value-creation, larger market capitalisations, and stable earnings estimates. Find out about the team’s tried and tested CFROI® investment concept. https://lnkd.in/ecVHEb39

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Ah-oh. The BoE think inflation will slow, but firms' planned price rises are accelerating, as they passthrough cost hikes, according to the DMP. Worse for the BoE, 3-year CPI inflation expectations have risen almost as much as 1-year since Oct in the DMP... firms think inflation will persist.

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Philipp Fischer and Philippe Bens presented the "L-QIF" in the context of at the annual EAM Day hosted by SPHERE Swiss Financial Arena. The Limited Qualified Investor Fund (L-QIF) has been in force since March 1, 2024. The L-QIF is a new category of collective investment, designed to enhance the attractiveness of Swiss investment funds. The L-QIF is not subject to FINMA authorization. It is reserved to qualified investors and is generally administered by a fund management company. You will find below three short videos (3 minutes each) presenting this new instrument: L-QIF – Part 1: Key features (https://lnkd.in/eyrcrkhm) L-QIF – Part 2: Specific aspects (https://lnkd.in/enfaVQHx) L-QIF – Part 3: Use cases (https://lnkd.in/eTrtWvMJ)

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Swiss Life presented pleasing 2024 half-year results today. We at Swiss Life Asset Managers contributed to this with a good result. We increased our total return by 15% to GBP 445 million. The segment result amounts to GBP 136 million. This represents a significant increase of 30% compared to the same period in the previous year. The growth of our third-party asset management (TPAM) business made a major contribution to this, with an increase of 73% over the previous year. As at the end of June 2024, third-party assets under management were GBP 103 billion, equivalent to an increase of GBP 4 billion (31 December 2023: CHF 99 billion*).  The successor to Stefan Mächler as Group Chief Investment Officer was also announced today. As of 1 April 2025, he will hand over his responsibilities and the leadership of Swiss Life Asset Managers to Per Erikson. 👉 https://lnkd.in/dffKsQw #HY2024 #AssetManagement 

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Switzerland has a large number of Single Family Offices. A study now highlights their importance for the Swiss financial center and points out some issues. #castlefamilyoffice #swiss #gold Secrecy is inherent to the nature of Single Family Offices. Another hallmark is their economic power: Single Family Offices manage vast fortunes. In the industry, they are often referred to as a sleeping giant. Assets Under Management (AuM) of CHF 600 Billion This description fits quite well, as a study by the Swiss Institute of Banking and Finance at the University of St. Gallen (SBF-HSG) commissioned by the Swiss Single Family Office Association (SFOA) shows. It concludes that the net assets of Swiss Single Family Offices (SFO) amount to 600 billion Swiss francs, including stakes in family-owned businesses. By comparison, external asset managers (EAM), including Multi Family Offices, managed assets of around 500 billion Swiss francs. The study also shows that Single Family Offices are a young industry. Unlike SFOs abroad which often serve a family over many generations, most Family Offices in Switzerland primarily serve the first and second generations. Many Single Family Offices are Backed by SME Companies For the study, 220 Single Family Offices based in Switzerland were contacted, and 70 responded. The association estimates that there are between 250 and 300 SFOs in Switzerland, so the responses represent about 25 percent of the industry. It is also noteworthy that 70 percent of the surveyed SFOs are backed by a family business, mostly SMEs. This underscores their significance as an economic factor. In 70 percent of Swiss Single Family Offices, the family is actively involved. «Single Family Offices are an essential part of the DNA of the entrepreneurial country Switzerland,» says Kurt Moosmann, President of the SFOA, in an interview with finews.ch.

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Average auction yields declined/improved ahead of the latest Fed rate-setting meeting on September 18, 2024. The market is betting—with a 40-percent chance, recently—on a Fed rate cut higher than 0.50-basis points. Fed Funds Futures priced in recently a larger 1.20 or nearly five -0.25 Fed rate cuts for 2024 or more than the quarter-point estimates by the Fed dot plot. https://lnkd.in/gPGFTkKz

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Is wealth management the last industry that does not yet have a single holistic view of each client? Many larger private banks and wealth managers in Switzerland still do not have full knowledge of their clients' combined risk exposure across business lines, focusing on revenues rather than risk mitigation. 👉 Our article describes a modern compliance solution to balancing risk and return: https://okt.to/LpUbMI #wealthmanagement #riskandreturn #compliance #solution

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20 Compelling Reasons the Wealthy Safeguard Their Fortunes in Switzerland Have you ever wondered why Switzerland is a magnet for the world's wealthiest individuals? Let's delve into 20 compelling reasons why the affluent choose to secure and grow their assets in the Alpine financial haven. [email protected] (for international clients incl. Canadians) [email protected] (for US clients) #reasons #wealthmanagement #wealthy #switzerland #assets

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Switzerland leads with a second rate cut, outpacing major central banks. Daniel Häuselmann of GAM Investments sheds light on the Swiss National Bank's impactful decision, its influence on the Swiss franc and the promising prospects for Swiss equities. Read more here: https://ow.ly/9seB30sEKyY #SwissNationalBank #RateCut #MarketTrends #Investing For professional investors, capital at risk.

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Check out the latest enhancements to your Portfolio Scoring experience with Tolerisk: 1️⃣ Gain invaluable insights with our new 𝗣𝗿𝗼𝗯𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗼𝗳 𝗥𝗲𝘁𝘂𝗿𝗻𝘀 𝗚𝗿𝗮𝗽𝗵, displaying the 90-99% probability of returns within a 3-12 month range 2️⃣ Just added in the Portfolio Statistics section -- you'll now see a new row displaying the 𝗲𝘅𝗽𝗲𝗻𝘀𝗲 𝗿𝗮𝘁𝗶𝗼 for each portfolio Take quick tour here and guide clients in making informed decisions like never before! https://lnkd.in/gmmAWVEd #Tolerisk #FinancialAdvisors #RiskAssessment

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🚀 Active Management in Digital Asset Portfolios: Strategies for Volatility and Alpha Capture XBTO in collaboration with SPHERE Swiss Financial Arena, is excited to host two exclusive lunch events designed for professional investors, including Family Offices and External Asset Managers: 📅 January 20, 2025 - Zurich, Baur au Lac Hotel (12:00-14:00) 📅 January 21, 2025 - Geneva, Hotel Metropole Geneve (12:00-14:00) As digital assets evolve, so does the need for active portfolio management. This event will provide an in-depth exploration of: ✅ Volatility management strategies ✅ Alpha capture techniques ✅ Enhancing portfolio stability and optimizing risk-adjusted performance Gain insights from expert speakers: Javier Rodriguez Alarcon - CCO and Head of Asset Management at XBTO Karl Naim - GM Middle East and Head of Business Development at XBTO Learn how active strategies, including trend-following and options-based approaches, can address the unique dynamics of digital assets, ensuring stability and growth in this rapidly evolving market. 📩 To register, contact SPHERE at [email protected] or call +41 22 566 17 32. 🔒 For External Asset Managers and Family Offices only. Don't miss this opportunity to deepen your understanding of how active management can transform your approach to digital asset portfolios. #DigitalAssets #ActiveManagement #Volatility #PortfolioManagement #WealthManagement #Investment #crypto

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Want to avoid CFA exam retakes? Listen to CFA charterholders like Andrea who completed the CFA program successfully. Watch his story, then go to https://chalkandboard.org to join Chalk & Board's winning student team! #cfaprogram #cfaexam #cfa

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J. Safra Sarasin Acquires Zurich-Based Asset Manager: The Swiss-Brazilian private bank has never hidden its ambition to grow through acquisitions. Now, the Basel-based institution has completed a takeover in Zurich. #JSafraSarasin #MIVAssetManagement

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