07/25/2025
This deal, expected to close in the first half of 2026, is not merely about scale; it is a calculated effort to leverage cross-selling, diversify risk, and unlock long-term shareholder value in a fragmented market.
07/25/2025
Although gross interest income rose by 5,3 percent to 38,4 million francs, net interest income fell by 8,1 percent to 36,9 million francs compared to the previous year.
07/24/2025
Although there are successful methods, such as Ultimate Rainmaker, few wealth managers are willing to invest the necessary effort to master the process.
07/24/2025
Private equity, minority investments, and private credit offer additional options for growth-oriented RIAs
07/24/2025
Due to market conditions, client assets under management declined by 16%, or approximately CHF 940 million, to CHF 4.8 billion during the reporting period.