Swiss Independent Asset Management: Evolve and Survive

Report Summary

Swiss Independent Asset Management: Evolve and Survive

Swiss IAMs that aim to survive must adapt their thinking culturally, financially, and socially.

London, 23 April 2015 – Switzerland’s upcoming rules will place independent asset managers under regulators’ direct prudential supervision for the first time and dramatically cut the number of firms operating in the sector. But the new regulation doesn’t have to be a death sentence. Can some IAMs adapt their business setups, processes, practices, and infrastructures to secure their survival?

This report is based on primary research with professionals in the Swiss IAM sector and concentrates on the business-level ways that the sector can professionalize and align with global wealth management trends.

This 24-page Impact Note contains eight figures and one table. Clients of Aite Group’s Wealth Management service can download this report.

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